If upgrading to the FusionPay solution in Service Fusion, there will be a need to re - add any customer's cards to their customer profile. This card information will need to be manually entered in Service Fusion following a payment solution upgrade, such as making the move to the FusionPay.
If card information was taken while using a different payments solution, the card information is stored externally to Service Fusion and vaulted with the no-longer used gateway, In short, this means it will not work with an upgraded payments solution, like FusionPay, if you are new to this processing experience. It is very simple to remove the old customer card on file information directly within Service Fusion!
Begin by navigating to the customer profile. In this example, We'll navigate to a customer profile called "The Shire" and select the 'Financial Data' tab at the top.
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To remove an existing card or ACH on file, simply click on the 'Trash Can' at the top-right corner of the individual entry we are looking to remove:
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To add a new card or ACH on file, simply select to 'Add New Card' or 'Add New Bank Account':
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Please see the below video to demonstrate how to add a CC or ACH file to a customers profile: