Overview
How to add a credit card number to a customer record in Oases and how to run a payment.
Article Sections
- Requirements
- Credit Card Storage
- Adding Credit Cards
- International Cards
- Identify Credit Cards on File
- Instructions for your Customers
- Run a Credit Card Payment
- Payment Processing Log
Requirements
Have an Oases Authorize Payment gateway or Stripe account linked to your database.
Credit Card Storage
When you have a card processing profile linked to your Oases database you and your customers can add their credit card numbers in their records to be used by you or them to make payments on account.
Full credit card numbers are not actually stored in Oases but with the card processor, so only the last 4 digits, will be stored and displayed in Oases.
Initial Card Entry
Card details must be added via Oases and the card processor will take the information from Oases and will add the customer and card to their system. Do not add customers and cards directly to your Authorize or Stripe account.
Only have one browser tab logged into Oases when adding payment methods or running charges.
1. Credit Card numbers are added via the Customer record.
2. Consider adding a tag that there is a Credit Card on File to help with filtering in future. You may also add a note to the Ref/Billing Rate note field.
3. If you have more than one payment processing profile linked to your database, Oases will use the default profile unless specified in the customer record.
Add Credit Card
4. Open the customer record and select the Billing tab.
5. Scroll down to Payment Methods.
6. If you have more than one Payment Profile in your database and this customer will not be using your default Profile allocate the profile at the bottom of the page.
7. When set, select New Payment Method. Then select New Credit Card or New Card. Type in the Credit Card number. Due to financial security protocols do not paste in the credit card number.
Add the address if not present.
AUTHORIZE CARD ENTRY
STRIPE CARD ENTRY
8. The customer and the payment method will be given a profile ID and will now be visible if you log into your Authorize Customer Information Manager or Stripe account.
9. If you have two payment methods for a customer mark one as the default. You do not need to mark a default for one payment method. Simply click No to make it Yes.
International Cards
10. Some international card institutions do not support AVS and therefore the addresses cannot be verified and this puts transactions at higher risk of fraud. If you would like to accept and enter these cards please follow the directions from your provider to prevent these card submissions from failing. A zip or postcode is still required.
If you have AVS set to check in your security settings for your Authorize account, you may need to remove this to add the card to prevent a decline on the initial card entry.
Identify Credit Cards on File
11. If there is a credit card on file there will be a check mark in the CC column in the Customer list.
Instructions for your Customers
12. Instructions for your customers to add a credit card and run a payment via the customer login are available in the customer tutorials. You can add a link to this tutorial in the email template sent when you create the customer login. Template: Welcome email sent to new parent.
Run a Credit Card Payment
Please make sure Oases is open in one browser tab only when running credit cards.
13. Add a payment in the normal way selecting the option for your provider. Confirm the card and continue.
Payment Processing Log
14. A payment processing log is available on the Billing tab for customers paying by credit card through Oases to view messages between Oases and the payment processor.
Press Load to view the log.
15. A list of transactions will display. The list will include transactions from the date of launch for this feature and will expire after 90 days.
16. Press details on Request to see the details sent from Oases and press Response to see the message sent back from the payment processor.
Link To
CL02. Customers - Saving a Credit Card - Payment Method in Oases
SU25. Set Up an Authorize.net Payment Gateway
SP04. Creating a Customer/Parent Log in
IP20. Delete & Refund an Authorize.Net Credit Card Transaction