When processing a client's payment, a Customer Service Representative–or CSR–can follow the steps below to add a new credit card without exiting the order workflow.
Required permission(s): credit_card_create
In the Orders module, select an Open order, or Create a New Order. Select order items and a shipping rate before proceeding.
Click Purchase to proceed to the Checkout tab.
Note: If the client has an applicable policy, the Policies sub-tab opens by default. If the client does not have an applicable policy, the Checkout tab opens on the Payment Method sub-tab.
Select a policy to apply to the order, if applicable, and click Next to proceed to the Payment Method sub-tab.
Click + Add New Card. This opens the Add New Credit Card modal.
Enter the client's credit card information in the fields provided.
The Seed-to-Sale software implements eFraud Address Verification for select payment providers. This validates the credit card through the client's address for an extra layer of security. This feature is enabled by default. To disable it, check the Skip Address Verification box.
Click Save. The new credit card will appear as an option on the Payment Method sub-tab. The credit card information will also save to the Client's Profile for future use.
To store a client's credit card information outside of the order process, visit the Credit Cards tab in the Client's Profile to Add a Credit Card.