Add Payment Method

The Add Payment Method page can be accessed by selecting the Add button on the Manage Payment Methods page.

Add Payment Method

The default Add Payment Method page looks as follows:

Add Payment Method

If the Customer/Patient Summary, and/or Reconciliation Platform selected at the merchant level, the field labels will vary and also additional fields can be seen.

Add Payment Method

The Add Payment Method page looks very similar to the Make A Payment page, with the exception of a Payment Method Nickname field that allows the user to create his or her own nickname for the payment method, which will then display in the Payment Method dropdown. The user must also select a currency for the payment method.

Add Payment Method

Note

The Currency field will be disabled with the default currency set at the Merchant level.

Credit Card

The Add Payment Method page for a credit card contains the following:

Add Payment Method

  1. Payment Method — Credit Card
  2. Card Type — The type of credit card being used for the payment
  3. Name On Card — Field to enter the Cardholder's name
  4. Card Number — The full number on the front of the credit card
  5. Expiration Month/Year — The expiration date (2-digit month and year) of the credit card
  6. Card Security Code — The 3- or 4-digit code on the back of the card
  7. An eye and Information icons to unmask the Security Code field value and to know what is security code

PINless Debit Card

The Add Payment Method page for a debit card contains the following:

Add Payment Method

  1. Payment Method — PINless Debit Card
  2. Card Type — The type of debit card being used for the payment
  3. Card Number — The full number on the front of the debit card
  4. Process as debit or credit? — Whether the payment should be run as a debit or credit transaction. This will only display if the card supports being run as either credit or debit.
  5. First Name — The cardholder's first name
  6. Last Name — The cardholder's last name
  7. Expiration Month/Year — The expiration date (2-digit month and year) of the debit card
  8. Security Code — The 3- or 4-digit code on the back of the card

eCheck

The Add Payment Method page for an eCheck contains the following:

Add Payment Method

  1. Payment Method — eCheck
  2. Account Type — The type (Checking, Savings, General Ledger, Corporate Checking) of account to be used in the payment
  3. Bank Name — The name of the financial institution associated with the bank account/routing number
  4. Routing Number — The routing number of the financial institution associated with the bank account
  5. Account Number — The full account number
  6. Re-enter Account Number — Field to re-enter account number
  7. Date of Birth — The date of birth of the account holder
  8. Drivers License Number — The drivers license number of the account holder
  9. Drivers License State/Province — The state (United States) or province (Canada) that issued the account holder's drivers license

If the Account Type is selected as Corporate Checking, the Payer Information for an eCheck Payment Method looks as follows:

Add Payment Method

The page also contains a Billing Information section for the billing information associated with the card or account.

Add Payment Method

The Review button is disabled until all required fields are filled out. The Cancel button will take the user back to the Manage Payment Methods page. Clicking the Review button will take the user to the Review Payment Method page.

Review Payment Method page

The Review Payment Method page contains Edit, Cancel and Save buttons.

Review Payment Method page buttons

Clicking Edit will take the user back to the Add Payment Method page to modify any details. Clicking Save will attempt to save the payment method.

Users will be taken to the Confirmation page with the Payment Method Details.

Confirmation

  1. Confirmation page contains the Print button to Print the payment method details.

  2. Confirmation page contains Add and Manage Payment Methods buttons.

Confirmation page Buttons

Clicking Add will take the user to Add Payment Method page and clicking Manage Payment Methods link will take to the Manage Payment Methods page.

Users will be returned to the Add Payment Method page, and an error will display, if the payment method fails to save.

Failed Add Payment Method message


Updated As Of Version 6.4.0.8