You can create one or more payment methods for a client that can be used on future payments, whether for a new purchase or on a payment plan.
Open the Client menu by clicking the large round button on left side of the client ribbon and then select Payment Methods.
On the Payment Methods page you'll be able to add, modify, and delete payment methods for this client.
Client Payment Methods
Click Add New to add a new payment method for this client.
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 Merchant Warehouse as your credit card processor. Note that 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. For more information, see the "Payment Methods" topic.
If there is a method that was previously used on a payment from this customer it will appear at the bottom of the list. If selected, the information captured on that payment will be filled in.
If a credit card payment method was selected and you are using the PCI Compliance option with Merchant Warehouse for credit cards, the option to Get Card Information will appear at the bottom of the window. Click Get Card Information to open a secure Merchant Warehouse gateway to enter the card information.
Credit Card Number - Fill in the full credit card number of the client's card.
Expiration Date - Enter the month and year of the card's expire date.
Credit Card Address - Make sure you get the billing address for the credit card.
Credit Card Zip Code - In order to get full address verification, this field must be filled in for the address entered above.
Bank Routing Number - Type the bank routing number if you are going use an ACH payment.
Account Number - Fill in the corresponding account number for ACH payments.
Other Information - Enter any pertinent notes for the payment method.
Primary Method - This will be the method used when automatically processing payments
Secondary Method - If the primary method declines during automatic processing, then this number will be tried.
Inactive - The method can no longer be used.
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HERE'S A FLASH FOR YOU!
In versions of Spectra prior to StudioPlus 2008, the Payment Method combo box on the payment record displayed a list of all the prior credit cards used by this client. Starting in Spectra 2008, only those payment methods that have been set up on this screen will be added to the Payment Method combo box for rapid data entry. This way you have more control and old cards will not be displayed. |