Manage Credit Cards
- 29 Mar 2023
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Manage Credit Cards
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The Credit Cards section stores encrypted credit card information saved to a contact's record. A connection can retain multiple credit cards on file. Cards will automatically be stored for club members when they signup for a Club Membership and can be added in for general customers by an admin user. Suppose a customer has the username and password information to log onto the website. In that case, the customer can save a card on file via their member pages (for more information, please visit the Member's Area Credit Card documentation.
Add/Edit a Credit Card
1. Go to Contacts > open a specific contact > Manage Credit Cards.
2. Click [+] Add Credit Card.
3. Enter the Card Number and Expiry Date information. The credit card type will be assigned automatically based on the entered card number.
| Card Number* | Enter the credit card number. This needs to be a valid card number. |
|---|---|
| Expiry Date* | Enter the expiry month and year. You cannot enter a card that has already expired through this tool. |
| Name On Card | Enter the full name that appears on the credit card. |
| Primary Card | The primary card that will be selected when a customer places an order. Marking a card as primary does not assign the card to a customer's Club Membership. This change only affects the checkout process for future orders (Admin Panel, website, POS, etc.). To update a customer's Club Membership to use a specific credit card, the checkbox for the appropriate club level must be selected under the field Update Club Membership(s) with this card. |
| Update club membership(s) with this address. | Checking off one of the clubs will update the club's credit card. This will only show if the contact is a club member. If this is not checked off, this new credit card, or edit to an existing credit card, will not affect the credit card on the contact's club membership(s). |
5. Click Save.
Use the Edit button on a saved credit card to edit and update the details for that card, or choose to delete the card.
The Vin65 platform does not collect any credit card information(s) when customers make purchases. An encrypted copy of the credit card number is retained as part of the order placed for payment collection and refunds for that specific order.
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