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Jun 15, 2023

How to Store a Credit Card on File

 

Pre-emptively storing a customer’s credit card on-file supported by Point of Rental.  You can save a credit card on file from the customer record and from a contract. 

Please be aware a $1.00 pre-authorization is performed to the card which will expire on its own.  This is to retrieve a secure token for the card.  Only one card can be stored at a time.

 

To store a credit card on the customer record:

  1. Navigate to Program Menu > Counter System > Customer Dashboard
  2. Search and select the desired customer
  3. Double-click on the customer name, in blue, to open their customer record

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  1. Click Tools > Store Credit Card

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  1. Either click Customer Swipe or Manual Entry.

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To store a credit card on a contract:

  1. Modify the desired contract
  2. Click Tools > Set Credit Card

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  1. Either click Customer Swipe or Manual Entry.

Pre emptively storing a customer_2_469x309

Pre emptively storing a customer_3_469x309

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