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The Customer Details window - Credit Cards on File tab, shown in Figure 1, contains information that relates to the credit cards associated with the customer record. The Allow credit cards to be stored on file for a customer (recommended OFF) option must be enabled in Setup Wizard> Mercury Payments Systems - Credit/Debit Card sub-tab.
The listing only shows one of each card number, so even though the card is used many times, you only see the details for the last time the card was used.
You can press the [Collect Card] button to manually enter a new card number and expiry date.
You can swipe a credit card to put a new card on file. Note swiping does not put the mag stripe info on file, just the card number and exp date. Processing using this information gives you "CARD NOT PRESENT" rates.
Figure 1: The Customer Details window - Credit Cards on File tab
Also, When using the option to store credit cards on file you can now delete an unwanted number by hitting ctrl-del or using the context menu. This is very useful if a customer no longer
wants to have store his card on file.
The purpose, function and contents of the items on the tab are explained in detail in Table 1.
Item |
Purpose, Function or Contents |
[Collect Card] |
Click the button to open the Collect Card Info dialog box, where you can manually enter or swipe the card top record the credit card information for this customer. |
Status |
Displays the status of the credit card information as On File or Pre-authorized. |
Charge Type |
Displays a letter to represent the card type as for example M= MasterCard, V= VISA. |
Card Number |
Displays the card number. |
Expiry Date |
Displays the expiry date of the card. |
Name on Card |
Displays the name on the card. |
Amount |
Displays the amount of the sale if the listing is associated with an invoice. Otherwise is blank. |
Auth Code |
Displays the authorization code for the sale on an invoice if the listing is associated with an invoice. Otherwise is blank. |
Transaction Date |
Displays either the date of the transaction (as associated with an invoice) or the date the card number was added to the record using the [Collect Card] button. |
Reference |
Displays the invoice number as reference when the listing is associated with an invoice. |
Table 1: The Credit Cards on File tab items