About Credit Cards
You can provide your end users with complete management of their credit card information. This includes the ability to add new credit cards as well as edit and delete existing credit cards on the back office business system. For those users whom you grant access to this feature, a new page is available on their Web site: Credit Card Editor. This page helps them manage their credit card information.
Note: To minimize security issues, all credit card information is stored on the back office business system. Also, Guest Customers can shop and check out using a Guest account, and without having to register an account, as long as you have enabled your guest account to use credit cards.
You are in compete control of all areas of credit card management through Feature settings and Customer Parameter settings:
Controlling Access to Credit Card Editor: You can allow access to the Credit Card Editor page by clicking Customer Settings - Feature. Edit an existing feature group (or Add a new group). Then check the Allow Credit Card Edit option which appears at the bottom of the Feature Settings page. Assign this Feature group setting to selected users. This activates the Manage Credit Cards link which appears under My Account on the top navigation bar. This link also appears on the end user's Checkout page. For details, see Add Feature Settings.
Restricting Credit Card Payment Options: You can also grant specific customers more payment options on their Checkout page. Currently when checking out, users can specify to receive an invoice for the order, use the default credit card assigned to the displayed account and department, or enter a personal credit card. This feature provides additional options. It lets users select the card to use from a drop down list. The credit card list can consist of all the cards associated with the displayed account and department, or you can choose the cards that appear in the list on the user's Checkout page. This option is available for each customer through Customer Management. To use this feature, retrieve the user's account and click the Authorize Credit Cards button. A page opens that lets you select the available credit card payment options. For details, see Authorize Credit Card.
Customizing the Manage Credit Card Link Text: You can also change the default link text that displays on the end user's Web page. This text also appears as a link in the Payment Options section on the user's Checkout page. While this text defaults to Manage Credit Cards, you could change it to Managing Your Credit Cards, for example. Once the end user logs in, the Manage Credit Card link appears under My Account on the top navigation bar. When clicked, the Credit Card Editor page opens. From here, the user can add a new credit card, edit an existing one, and delete unnecessary cards. When deleting cards, the system displays a message notifying the user that an email has been sent requesting the card be deleted. As soon as it is determined that the card is not being used for existing orders, the card is deleted. For details, see the Manage Credit Card Link Text box in Site Preference.
Note: When credit cards are added, edited, and deleted, an email address is sent to the address specified in the Service Contract Email box in the Site Info page. Make sure an email address is set up in this box before using this feature. For details, see Edit Site Info.