Manage Payment Methods¶

The Management Payment Methods page can be accessed by selecting Manage Payment Methods from the Vault menu on the navbar or by saving a payment method from the Payment Confirmation page.

By default the page looks as follows:

The page contains the following elements:

1. A Hide Filters link that will hide the available page filters
2. From Date and To Date filters to select the payment methods
3. Payment Method — filter dropdown to select Payment Method
4. First 8 Digits Card/Account #(s) — Field to enter the first 8 digits fo Card number and filter the page.
5. Last 4 Digit Card/Account#(s) — Filter drop-down to enter last 4 digits of card number(s)
6. BIN Issuing Country — Drop-down with the list of Country names to filter the page by BIN Issuing Country of the cards.
7. Membership Number — Field to enter a membership number and filter the records by Membership Number.
8. Reset button to reset the filter to its default value
9. Filter button to filter the on-page data based on the selected filter value
10. A dropdown to change the number of rows displayed in the table
11. A dynamic search box that will show rows matching the user-entered criteria
12. Table containing all payment methods saved by all users
13. Payment Method Name — A link that will take the user to the Edit Payment Method page for the selected payment method
14. Action — Drop-dwon with a link of Delete option that will delete the selected payment method
15. A pager to go between pages in case there are more rows than what will fit on the page
16. Add — button that will take the user to the Add Payment Method page when clicked.

Add Payment Method¶

The default Add Payment Method page looks as follows:

The Add Payment Method page looks very similar to the Make A Payment page, with the exception of a Payment Method Nickname field that allows the user to create his or her own nickname for the payment method, which will then display in the Payment Method dropdown. The user must also select a currency for the payment method.

Credit Card¶

The Add Payment Method page for a credit card contains the following:

1. Payment Method — Credit Card
2. Card Type — The type of credit card being used for the payment
3. Name On Card — Field to enter the Cardholder's name
4. Card Number — The full number on the front of the credit card
5. Expiration Month/Year — The expiration date (2-digit month and year) of the credit card
6. Card Security Code — The 3- or 4-digit code on the back of the card
7. An eye and Information icons to unmask the Security Code field value and to know what is security code

PINless Debit Card¶

The Add Payment Method page for a debit card contains the following:

1. Payment Method — PINless Debit Card
2. Card Type — The type of debit card being used for the payment
3. Card Number — The full number on the front of the debit card
4. Process as debit or credit? — Whether the payment should be run as a debit or credit transaction. This will only display if the card supports being run as either credit or debit.
5. First Name — The cardholder's first name
6. Last Name — The cardholder's last name
7. Expiration Month/Year — The expiration date (2-digit month and year) of the debit card
8. Security Code — The 3- or 4-digit code on the back of the card

eCheck¶

The Add Payment Method page for an eCheck contains the following:

1. Payment Method — eCheck
2. Bank Name — The name of the financial institution associated with the bank account/routing number
3. Account Type — The type (Checking, Savings, General Ledger, Corporate Checking) of account to be used in the payment
4. Routing Number — The routing number of the financial institution associated with the bank account
5. Account Number — The full account number
6. Re-enter Account Number — Field to re-enter account number
7. Date of Birth — The date of birth of the account holder
8. Drivers License Number — The drivers license number of the account holder
9. Drivers License State/Province — The state (United States) or province (Canada) that issued the account holder's drivers license

The page also contains a Billing Information section for the billing information associated with the card or account.

Edit Payment Method¶

The Edit Payment Method page looks and behaves very similar to the Add Payment Method page with the exception that users cannot modify the Currency, Payment Method Name, Payment Method, Card Type, or Card Number.

Both the Add Payment Method and Edit Payment Method pages contain Cancel and Review buttons. In addition there is a Delete button on the Edit Payment Method page clicking upon which the token gets deleted.

The Review button is disabled until all required fields are filled out. The Cancel button will take the user back to the Manage Payment Methods page. Clicking the Review button will take the user to the Review Payment Method page.

Review Payment Method¶

The Review Payment Method page looks the same as the Modify Payment Method page, with the exception that all of the fields are disabled.

The Review Payment Method page contains Edit, Cancel and Save buttons.

Clicking Edit will take the user back to the Modify or update Payment Method page. Clicking Save will attempt to save the payment method.

Users will be taken to the Confirmation page with the Payment Method Details.

1. Confirmation page contains the Print button to Print the payment method details.

2. Confirmation page contains Add and Manage Payment Methods buttons.

Clicking Add will take the user to Add Payment Method page and clicking Manage Payment Methods link will take to the Manage Payment Methods page.

Users will be returned to the Add Payment Method page, and an error will display, if the payment method fails to save.

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Updated As Of Version 5.8.0.6