Using this screen, you can define a "credit card of record". This credit card information can be fetched when ordering a product.
If your organization has different merchants for web and back-office credit card transaction and allows customers to create a "credit card of record" from the web, you must setup ONE receipt type and add BOTH merchants to it with TWO different cash accounts. For more information on receipt types, please see Defining Receipt Types and Cash Accounts.
This screen displays individual credit card information as it pertains to an order. The credit card types include:
· Card Verification Value 2 also known as CVV2 (Visa)
· CVC2 (MasterCard)
· Validation Code (Discover)
· CID (American Express)
To add credit card information:
1. From
the Financial Data task category in CRM360,
click Credit Card Information.
The Credit Card of Record screen displays on the Demographics tab, as shown
below.
2. If a credit card
record does not exist, click Create CC of Record,
as highlighted in image below.
3. Select the Receipt Type from the drop-down.
4. Enter the Credit
Card Number.
You do not need to add separators.
To stay compliant with PA-DSS standards, the Personify application cannot store the entire credit card number of a customer in the database. Only the first six and last four digits will be displayed once you save the record.
5. Select the credit card’s Expiration date from the drop-down.
6. If
necessary, enter the Security Number of the credit card.
This verification value is a number printed on the back of a Visa, MasterCard,
and Discover card, and on the front of an American Express card. The card
companies offer this number as an additional "anti-fraud" measure.
7. Enter the Name on Credit Card.
8. The Issues Number and CC Start Date are automatically generated and read-only.
9. Enter the Credit Card Address.
10. Click
Save.
Click the Main Page link to return
to the overview page, as shown below.