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Payments

Cardholder Details

Overview: Use the Cardholder Details window to add a Cardholder Name and Cardholder Address after the payment card details have been captured in the payment form.

How to display: Select the Edit Cardholder Details option for a payment method in the Payment Information Panel of the Order Summary page, or from the Add Payment step in Contact Center Order Entry.

For more information:

Cardholder Details Options

Purpose: You can add cardholder details for a credit card on the Cardholder Details window:

  1. For the Default Customer Details toggle, select Yes or No. When set to Yes, the customer’s name and address details (Sold To) are inserted into the name and address fields on screen.

    Note:

    If the user has already entered some details, those details will be lost when the toggle is set to Yes since the Sold To details will be inserted.

  2. Enter the cardholder information.

    • Company Name

    • First Name

    • Last Name

    • Street Address Line 1

    • Street Address Line 2

    • Country Code

    • Postal Code

    • City

    • State / Province Code

  3. When all information is entered. click OK. The following actions occur:

    1. If no value is entered in any field, the following error is displayed:

      No data has been entered

    2. If values have been entered, the following actions are performed:

      • Standard address validation (on the fields that are available) (e.g. as per the validation performed on the Ship To name and address details).

      • The details are saved to the Order Payment Method table. This data is available for future use for subsequent authorizations for this payment method on this order.

For more information:

Fields on Cardholder Details

Purpose: The following information displays on the Cardholder Details window.

Company Name

Name

First Name

Last Name

Address

Street Address 1: Required.

Street Address 2: Optional.

Country Code: Required. Defaults from the Default Country for Customer Address (B17) system control value unless you toggle to default from the customer sold to. If Default Country for Customer Address (B17) system control value is empty, there is no default and the user must select from the drop down list of valid countries.

Postal Code: A valid postal code is required to complete the order if the Require postal code flag is selected for the country in Work with Countries (WCTY); otherwise, optional. If the postal code is required for the country, the SCF for the postal code will be validated.

City: Required.

State/Province Code: Required.

For more information: