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:
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Search for the customer account to retrieve the outstanding transactions.
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Select the transaction to pay.
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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.
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Select the payment method as credit card payment.
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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.
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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:
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Search on the customer account to retrieve the outstanding transactions.
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Select the transaction to pay.
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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.
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Select the payment method as credit card payment.
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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.
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After all the required details are entered, click save and close.
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 |
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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. |