Customer Detail Information Window - Credit Cards Tab

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(New page: This tab displays the credit cards that this customer has used to pay for items in your shop. '''IMPORTANT: You must be storing credit cards on file with FTD to store credit cards for cus...)
(Removing Customer Credit Card Information)
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When you remove a credit card for the customer, it is no longer accessible for payment information when placing an order. If the customer has previously used the credit card for an order, the information is still retained for that order. However, the card information is masked in the order for security.
When you remove a credit card for the customer, it is no longer accessible for payment information when placing an order. If the customer has previously used the credit card for an order, the information is still retained for that order. However, the card information is masked in the order for security.
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[[Customer Detail Information Window|Back to Customer Detail Information Window]]

Revision as of 17:24, 14 July 2011

This tab displays the credit cards that this customer has used to pay for items in your shop.

IMPORTANT: You must be storing credit cards on file with FTD to store credit cards for customers in FTD Mercury. If you are not storing credit cards with FTD, all buttons on this tab are disabled. For each credit card, this tab displays:

  • Name on card
  • Type (credit card type)
  • Account number (credit card number) - this is masked so it only shows the last 4 digits.

When a customer uses a credit card for purchase, this information is automatically stored in this tab (as long as you are keeping cards on file with FTD; if not, cards are never stored in this tab). You may want to limit employee access to this window. To do so, you should modify employee access in Mercury Administration.

Adding Credit Cards

To add a credit card for a customer:

  1. In the Credit Cards tab in the Customer Detail Information window, click Add.
  2. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
  3. When the Customer Credit Card window opens, in the Name field, enter the name of the customer as it appears on the credit card.
  4. In the Number field, enter the credit card number (without spaces). The Type field is automatically populated with the credit card type based on the credit card number.
  5. In the Expiration Date field, enter the two digit month and dour digit year for the credit card expiration (for example, if the credit card expires in August of 2010, enter 08/2010).
  6. Click Save.
  7. In the button ribbon for the Customer Detail Information window, click Save to save the changes.

The credit card is stored as only the last four digits of the card; the other numbers are masked and you cannot unmask them.

Editing Existing Credit Card Information

To edit an existing credit card for a customer:

  1. In the Credit Cards tab in the Customer Detail Information window, select the credit card you want to edit and then click Edit.
  2. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
  3. When the Customer Credit Card window opens, modify information as necessary.
  4. Click Save.
  5. In the button ribbon for the Customer Detail Information window, click Save to save the changes.

The credit card is stored as only the last four digits of the card; the other numbers are masked and you cannot unmask them.

Removing Customer Credit Card Information

You may need to remove an existing credit card for a customer for a variety of reasons, including the customer no longer having the credit card or if the customer requests that it no longer be stored in your system.

To remove an existing credit card for a customer:

  1. In the Credit Cards tab in the Customer Detail Information window, select the credit card you want to remove and then click Remove.
  2. In the button ribbon for the Customer Detail Information window, click Save to save the changes.

When you remove a credit card for the customer, it is no longer accessible for payment information when placing an order. If the customer has previously used the credit card for an order, the information is still retained for that order. However, the card information is masked in the order for security.



Back to Customer Detail Information Window

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