Overview:
This video will cover the important parts of adding credit card information to the customer's financial data tab.
Best Suited for:
- FusionPay administrators
- Back Office users participating in financial management activities
Key Components:
- The Customer Account refers to the customer record that includes the following: Account Info, Financial Data, Service Locations, Equipment, Documents, History and Logs tabs
- The Financial Data tab includes a section: "Payment Methods on File" which stores the credit card/ACH payment tokens to the customer's account
- The "Payment Methods on File" section allows back office users the ability to add credit card and ACH information directly on the customer's account by clicking + Add New Card and if ACH is enabled + Add New Bank Account
Video Summary:
This video explains how to manually add a credit card or ACH on file to a customer record using FusionPay. Adding a card or bank account on file before performing service work allows for easier payment processing when needed. After saving, the card appears under payment methods on file, displaying key details like expiration date, last four digits, and card type. The information that is saved within Service Fusion is the payment's token, not the actual account details. This ensures seamless future transactions, making the process quick and efficient.
This may vary slightly based upon processor.