Make Credit Card Payments

You can use the credit card to make payment for a transaction. You can either use an existing credit card information or create a new credit card details to make the payment.

Pay Using Existing Credit Card

Here are the steps to make payment using existing credit card details:

  1. Search for the customer account to retrieve the outstanding transactions.

  2. Select the transaction to pay.

  3. The total amount defaults into the payment amount field, but if the customer wants to make partial payment, you can change enter the partial amount for the payment.

  4. Select the payment method as credit card payment.

  5. In the payment details section, enter or select these details:

    Field

    Action

    Payment Amount

    The total amount is auto-displayed as the payment amount; however, you can change the amount to make partial payment.

    Payment Method

    Select payment method as credit card.

    Site

    Select the appropriate bill-to site.

    Credit Card

    Select the existing credit card and verify the number, name and expiration date of the card.

    Statement Billing Address

    Verify the billing address information.

    Security Code

    Security code is mentioned on the back of your credit card. Verify the with the existing details.

    Purchase Order Number

    If required, enter your purchase order number.

    Purchase Order Line Number

    If required, enter your purchase order line number.

    Voice Authorization Date

    If required, enter the voice authorization date.

    Voice Authorization Code

    If required, enter the voice authorization code.

    Additional Information

    Enter any other required information as additional information.

  6. After all the required details are entered, click submit to process the payment using existing credit card.

Pay Using New Credit Card

Here are the steps to make payment using a new credit card:

  1. Search on the customer account to retrieve the outstanding transactions.

  2. Select the transaction to pay.

  3. The total amount defaults into the payment amount field, but if the customer wants to make partial payment, you can change enter the partial amount for the payment.

  4. Select the payment method as credit card payment.

  5. In the payment details section, enter or select these details:

    Field

    Action

    Payment Amount

    The total amount is auto-displayed as the payment amount; however, you can change the amount to make partial payment.

    Payment Method

    Select payment method as credit card.

    Create Credit Card hyper link

    Click the create credit card hyper link to create the new credit card details.

    Number

    Enter the new credit card number.

    Card Brand

    Enter the name of the credit card as mentioned on the card.

    Expiration Date

    Enter the expiry date as mentioned on the credit card.

    Name on Card

    Enter the name of the cardholder as mentioned on the credit card.

    Financial Institution

    Enter the name of the issuing financial institution of the credit card.

    Company Card check box

    Select this check box if the credit card is a company issued card.

    Purpose

    If required, enter the purpose of the new credit card.

    Description

    If required, enter the description.

    From Date

    By default, the current date of creation and activation of new credit card details is mentioned as from date.

    To Date

    If required, you can enter a specific end date.

    Statement Billing Address

    Select an address if available.

    Create Billing Address hyper link

    Click to create billing address information for the credit card. Refer section "Create Billing Address" for details.

    Context Value

    Select this check box if a descriptive flexfield has been configured.

  6. After all the required details are entered, click save and close.

Note: After the new credit card details are saved, the credit card appears in the list of choices and you can process the payment same as the using the existing credit card details.

Create Billing Address

Click the create billing address hyperlink and enter the following details to create billing address details for the newly added credit card.

Field

Action

Country

Select from the list of values if other than the default value.

Address Line 1

Enter the billing address for the credit card.

Address Line 2

Enter a second billing address if applicable.

Address Line 3

Enter a third billing address if applicable.

Site Name

Enter a site name if applicable.

City

Enter the city of the billing address.

State

Enter the state of the billing address.

Postal Code

Enter the seven-digit numeric code for the billing address.

Sales Tax Geocode

Enter a tax code if applicable.

Mail Stop

Enter a mail stop if applicable.