Managing Payment Methods from Customer Data

Overview

Verosa Desktop provides you with a convenient place to manage payment methods stored within our PCI compliant vault. This guide will walk you through adding new methods, editing saved methods, or removing stored information.

Adding New Saved Payment Information

1. Navigate to Customer Data from the Navigation Menu on the left.
2. From the Customer / Job drop-down menu, select the customer you wish to attach payment information to.
   • You can filter to customers that already have payment information or limit to those who don’t yet have saved information with the Has Payment Info drop-down menu. If the customer you are expecting to appear is not present, ensure the proper filter or Both is selected.
3. From the populated list, click on a row with the desired customer to expand the interface to add payment information.
   • If the filtered customers do not have stored payment information, they will present as a single row per customer.
   • If the filtered customers have payment information stored, you will see each stored method as a separate row.
   • Note: When adding new payment information to a customer that already has stored methods, selecting any row associated with that Customer/Job will open the interface.
4. With the interface open, select your desired form of payment (Credit Card or eCheck).
5. Ensure the Saved Methods drop-down menu has <New Credit Card> or <New E-check> selected.
   • If you have selected a previously saved method, the information will populate the selected method.
   • To add a new method, you must select <New Credit Card> or <New E-check>.
6. Fill in payment and billing information.
   • You can auto-fill the billing information with what is stored for that customer within QuickBooks by clicking the Auto-Fill AVS from QB button.
   • The Name on Account or Name on Card field can be used to establish unique identifiers for the saved method and does not affect the processing.
7. Click Save.

Modifying A Saved Payment Method

1. Navigate to Customer Data from the Navigation Menu on the left.
2. From the Customer / Job drop-down menu, select the customer you wish to modify payment information for.
3. From the populated list, click on the row with the saved method you wish to modify.
   • You can select any saved method for the desired customer as long as you change the Saved Methods drop-down menu to reflect the payment method you wish to modify.
4. Update the Saved Payment Method with the new/updated information.
5. Click Save.

Deleting A Saved Payment Method

1. Navigate to Customer Data from the Navigation Menu on the left.
2. From the Customer / Job drop-down menu, select the customer you wish to delete payment information for.
3. From the populated list, click on the row with the saved method you wish to delete.
4. After selecting the desired row, the interface should expand. Verify the Saved Methods drop-down menu has the correct method selected.
5. Click Delete.

Troubleshooting and Common Issues

The CVV number is not saving with the Credit Card.

• Due to PCI Compliance, we do not store the CVV number. For most processing accounts, the CVV is not needed or tokenized (Saved Methods) cards. Your merchant service provider can provide specific information for your account.

There is no option to add a new payment method.

• The option to add stored payment information is attached to the customer.
  
  1. 1. Ensure you have the list filtered correctly.
        - Has Payment Info, Payment Methods, Show Only Expired Cards, and Customer/Job can all limit the information presented. If a customer is excluded with these filters, you will not be able to attach a payment method.
     2. If the customer already has a saved method, ensure the Saved Methods drop-down menu is set to <New E-check> or <New Credit Card>.