Texada Pay Credit Card Information
Counter Menu -> Counter Customer
Payments / Contract Summary &
Totals -> CAPTURE CARD -> Capture Card/Check on File -> Select Card Type -> CREDIT CARD
-> Texada Pay Credit Card Information
Accounts Receivable Menu -> Customer Payments -> CAPTURE CARD
-> Capture Card/Check on File ->
Select Card Type -> CREDIT
CARD -> Texada Pay Credit Card Information
Customer Payment/Deposit -> Select
Card Type -> CREDIT CARD -> Texada Pay
Credit Card Information
This capture Texada Pay Credit Card information window applies
if the capture Card/Check processing has been activated from the
Texada Pay.
This banking information window is used for the following
purposes:
- Capture Credit Card on File:
- only applies when this 'Texada Pay Banking Information'
screen is generated from the Capture Card/Check
on File utility.
- triggered by a Method Of Payment Code
assigned Type 'M' for Manual.
- allows the user to manually enter a new Credit Card.
- saves the new card information in the Customer Credit Card table to apply as future
payments.
-
One-Time Credit Card payment with Texada
Pay:
- triggered by a Method Of Payment Code
assigned Type 'M' (Manual) in any payment screen.
- also triggered by the MANUAL option selected from the Select TP Method of Payment
- either then triggers the window to Select
Card Type with the options to enter and pay with a Credit Card
or with an Electronic Cheque.
- click the CREDIT CARD button to enter the Credit
Card information for this one time payment as outlined below.
- payment should not be processed through the Bank Deposit as it is
already processed by Texada Pay.
The prompts to enter a Credit Card to save on file or for a
one-time Card payment through Texada Pay,
include the following.
If the Card is being saved on file for future payment, this data
will be saved in Customer Credit Card.
-
- CARD NUMBER
- Enter the Credit Card number with no spaces.
A scanner cannot be used.
- SECURITY CODE
- This is not required for Australian or New Zealand cards.
- NAME ON CARD
- Enter the name of the Card holder.
- EXPIRY MONTH
- Enter the 2 digit month that the card expires as noted on the
Credit Card.
- EXPIRY YEAR
- Enter the 2 digit year that the card expires as noted on the
Credit Card.
AUTO PAY
- Check this box if this Credit Card should be applied by the
auto-pay processing such as Cycle Billing.
Uncheck this box if this Credit Card should not be used as an
auto-pay payment but should only be used for payment when selected.
This checkbox choice can always be changed later in Customer Credit Card.
Texada Pay Address Verification values:
- When Texada Pay is active and the
'Address Verification' feature is enabled, customers can save on
processing fees if the 'Address Line 1' and 'Postal/Zip'
information fields are provided to the card issuers when completing
a Credit Card transaction manually or on-file.
It is important that these are accurate as when a payment is
submitted to the clearing house these two values are validated
against the values that the card issuer has on their file.
- POSTAL/ZIP
- The Postal/Zip code defaults from the value in the Customer Information and can be over-typed for
this card trx or capture, but there is no format validation at that
time.
If the card is saved on-file the Postal/Zip can be modified later
in the Customer Credit Card table but must
now match the Postal/Zip format defined in Currency Code for the customer currency when the
customer uses the company currency.
- ADDRESS 1
- The 'Address Line 1' defaults from the value in the Customer Information and can be over-typed for
this card trx or card capture as required.
If the card is saved on-file the 'Address Line 1' can always be
modified in the Customer Credit Card
table.
Finished?
- Click OK Accept.
If a Credit Card was accepted to be saved as a card on file, a
"Pay ID" is automatically assigned to the record when it is saved
in the Customer Credit Card
table.
Topic Keyword: OEGBL01B (7067)