Admin-created saved credit cards allow individual users, groups of users, or all users in a company to use a credit card payment method without actually having the credit card number.
To create a saved credit card:
1. Log into your Administrative interface.
2. Click the “Buyers” top navigation tab.
3. Select the buyer company with which you would like to work.
4. Click the “Credit Card…” tab
5. Click the “New Credit Card…” link
6. Fill out the credit card information. Required fields are marked with a red asterisk (*).
a. Display Name: This appears to the buyer user on the billing page of the checkout process.
b. Type: Select from the list of credit card options.
c. Account #: Enter the credit card number without spaces or dashes.
d. Expiration Date: Select a date in the future.
e. Billing Address: Select the billing address associated with this credit card.
7. Click the "Save" button.
8. To assign a credit card, locate the appropriate level (Company, Group or User), select the check box to the left of the card and click the "Update" button.
9. Click "OK" in the pop-up box and the assignment is complete.
NOTE: Once a credit card has passed its expiration date, the "Expir Date" will appear with red text.
Reference Materials: None
Related Articles:
Edit a Saved Credit Card
Delete a Saved Credit Card
Credit Card Tab Overview
Checkout Behavior - Allow Saved Credit Card Information