Overview
With the recent credit card changes in Control 6.0, the interfaces to add, delete, and update credit cards may look different but they function almost the exact same. You probably won't need much assistance adjusting to these new interfaces, but here's an overview just in case you have questions.
The details below will only apply to those of you who are using the internal credit card processing feature in Control. Because Control 6.0 is no longer storing encrypted credit card data in the Control database, customers who saved credit card details in the past will no longer be able to continue doing that. If users what to be able to store credit cards, they need to switch to Control's internal credit card processing.
Add a New Credit Card or ACH
There are 2 ways to add a new credit card to Control. Just like in previous versions of Control, you'll be able to add a card to a contact's record in the company. In 6.0, you'll also be able to add a new credit card from the payment screen. Let's look at both of theses in detail.
From the Contact Record
- Open the company record
- Click the Contacts tab
- Select your contact
- Click the contact's Financial tab
- Click the Add ACH or Add Card button
From the Payment Entry Interface
Delete an Existing Credit Card or ACH
Deleting credit card and ACH information is very easy. You'll just need to navigate to the contact's record, click the Financial tab, and click the red garbage can icon to delete either credit card or ACH information that's saved. This will completely remove the credit card from FreedomPay's vault and can only be re-added by re-keying the credit card details into Control.
Once you click the red garbage can icon to delete either a credit card or ACH information, you'll get a confirmation message that you'll either need to confirm or cancel to continue.
Verify an Existing Credit Card
To determine if a credit card is still a valid card (has been deemed lost or stolen, hasn't expired, account hasn't been closed, etc…), use the Verify button.
Update an Existing Credit Card
If you ever find yourself just needing to update the number on a saved credit card for example, use the Update button on the saved card.
This will open the Hosted Payment Page (or HPP) with all of the locally stored information pre-populated. The credit card number and CVV will not be present since that information is not stored in Control's database. Just key in your updates and click Submit when you're ready to save the information.
Transfer an Existing Credit Card
If you ever find yourself needing to move the credit card information from one contact's record to another, use the Transfer button on the saved card.
Next Step: Proceed to the how_to_pre-authorize_credit_cards wiki
Source
Contributor: Cyrious Software
Date: 12/02/2016
Version: Control 06.0