Overview

This example will walk you through how to configure which stored payment methods are allowed through the storefront, how customers can add a payment method via the customer portal, and how staff can add payment information on behalf of a customer.

Configuration

You can choose which forms of stored payment methods you want to allow for customers.

1. Navigate to: Manage > Organization & Facilities (dropdown) > Facility: [Location] > Storefront Facility Settings
2. Use the drop down menus in Payment Configuration to select eligible stored payment methods for the Online Storefront.

Eligible stored payment methods depend on your payment provider and what options you have opted into with your payment provider

Customer Portal

Adding via Customer Portal

Customers can update their own Stored Payment Method through the customer portal.

Once the customer has logged into their portal they would follow these steps:

1. Go to Payment Methods in the Left navigation menu.
2. Press 
3. Select the type of store payment.
   • This only comes up if more then one type of stored payment is allowed by the facility.
4. Enter the payment method information.

Removing from Customer Profile

Customers can also delete Payment Methods through their customer portal.

Once the customer has logged into their portal they would follow these steps:

1. Go to Payment Methods in the Left navigation menu.
2. Press delete for the method to remove.
3. Confirm that you want to delete that payment method.

If the customer is the contract holder for an active contract with recurring dues, they are required to have at least 1 payment method on file. This will prevent them from deleting the payment method if they only have 1.

Adding In Customer Record

Staff can also manually add stored payment method within a customer record. First, open the customer record.

1. Navigate to Payment Methods
2. Press Add Payment Method
3. Select the Provider
4. Select the Method
5. Manually enter the payment method information

For Credit Cards, you will need to use Credit Card > web form capture to manually type in the card information. Capturing Stored Payment Information through the terminal is not currently supported.