You can create one or more payment methods for a client that can be used on future payments, either for a new purchase or on a payment plan.

1. Open the client and click on the File tab in the top left corner. Choose Payment Methods from the menu.

   

2. On the Payment Methods page you'll be able to add, modify, and delete payment methods for this client.

3. Click Add New to add a new payment method for this client.

   

4. Payment Method - Choose from one of the payment methods you have entered for your business in Payment Method Maintenance or select the information from a previously entered payment record. Payment processing will only run automatically on credit card transactions if you are using TSYS (in the U.S. only) or eWAY (in Australia and New Zealand) as your credit card processor. Note: Non-credit card payment methods can be selected but will not automatically be charged during the payment processing routine.

• If you need to add more payment methods to choose from, close this page and go to Maintenance > Invoice > Payment Methods. See also: Payment Methods

• If a credit card payment method was selected and you are using the PCI compliance option with TSYS or eWAY for credit cards, the option to Get Card Info will appear at the bottom of the window. Click Get Card Info to open a secure TSYS or eWAY gateway to enter the card information.

5. Credit Card Number (or Last Four Digits) - Enter the credit card number. Note: If using the PCI compliance option, this field will only allow four digits to be entered. Enter last four digits only!

6. Expiration Date - Enter the month and year of the card's expire date. Note: If using the PCI compliance option, this field will be locked.

7. Credit Card Address - Make sure you get the billing address for the credit card.

8. Credit Card Zip Code - In order to get full address verification, this field must be filled in for the address entered above.

9. Reference Number/Vault Token - If you've processed the card through TSYS and have a reference number (token) for this card, enter it here. This field will also be filled automatically after selecting Get Card Info.                                                           

PATHWAYS TO SUCCESS...             TSYS has introduced a feature that enables MasterCard and Visa providers to automatically update stored credit cards that have expired. This feature saves you from having to contact a client to get the new expiration date every time a card expires. Please contact TSYS and request the Card Updater Service for your account if you would like access to this feature. Additional fees will apply.

10. Bank Routing Number - Type the bank routing number if you are going use a check payment.

11. Account Number - Fill in the corresponding account number for check payments.

12. Other Information - Enter any pertinent notes for the payment method.

13. Choose from the following options:

• Primary Method - The software will use this method when processing payments.

• Secondary Method - If the primary method declines during processing, the software will attempt to process the payment with this method.

• Inactive - The method can no longer be used.

14. Click OK when finished.