How to set up payment processing profiles for Credit Cards
IMPORTANT: A customer can only have 1 default payment method as part of the Processing profile. If both ACH and credit card are set as defaults, it will choose the credit card first.
To set up a Credit Card for a customer, go to the Settings tab on the Customer Maintenance form and click “Profile Setup”.
Ensure this information represents the customer's billing information, then click Save. By saving the billing information, you will automatically send this information to CardConnect.
Now you can input Credit Cards and/or ACH information for that customer.
To add a new credit card, go to the Credit Cards tab and click “Add Credit Card”.
You will select the card type in the Card Type field. If you are unsure of the card type, you can click the magnifying glass to open the CC Type table.
You can click Okay or Cancel to exit this table. Next, click the magnifying glass next to Token# field.
Enter the credit card number, then click Get Token.
Then click Apply:
By doing this, the card number becomes encrypted in CardConnect.
Input the rest of the credit card information and click the Default checkbox if that is to be their default method of payment. Then click Save.
After saving the Credit Card Profile form, you will be taken back to Profile Maintenance. Click Save on the Profile Maintenance form.
After you have saved and you are done entering credit cards, click Close. This message will pop up:
Since you have already saved, click No. This will close the form.
If you would like to set up a Surcharge for a customer’s card payment, this can be set up by Prism Visual Software or by a supervisor. You can find the settings for this by accessing ServQuest -> Maintenance -> Credit Cards -> Credit Card Payment Surcharges. Credit Card Surcharges must be enabled for use by an Admin before configuration.
Credit Card payment types are set up by default. You can set the Rate and Surcharge Item # in this screen, along with selecting whether the rate is a percentage or a dollar amount.
The Surcharge Item is an item set up in the Inventory Module in ServQuest.
Once set up, you can then check the box on Customer Maintenance to include a Surcharge.
