To Add a Credit Card Through an Authorize.Net Form

You use the Customer Payment Methods (AR303010) form to add a payment method that is specific to the particular customer account.

This procedure describes how you add a credit card by using a form hosted by the processing center.

Before You Proceed

Make sure that you have configured integration with Authorize.Net, as described in Means of Integration with Authorize.Net and established and tested the connection to the payment gateway.

Review the payment methods you have configured to be used as templates for a customer credit cards and make sure that they are configured as described in To Add a Payment Method for Payment Processing.

Finally, collect from your customer the credit card details that are required for creating a card. These details are listed in the Payment Method Details table on the Settings for Use in AR tab of the Payment Methods (CA204000) form for each payment method you have configured.

To Add a Credit Card to a Customer Account

1. Open the Customer Payment Methods (AR303010) form.
2. In the Summary area, do the following:
   1. In the Customer box, select the customer account for which you want to add a credit card.
   2. In the Payment Method box, select the payment method that you have configured to be used as a template. The system fills in the Proc. Center ID box with the identifier of the processing center that is associated with the selected payment method. Also, the system changes the layout and content of the Payment Method Details tab based on the configuration of the processing center.
      Note: For the selected processing center, saving payment profiles must be allowed—that is, on the Processing Centers (CA205000) form, the Allow Saving Payment Profiles check box must be selected.
   3. Optional: In the Cash Account box, select the cash account to be used by default with the credit card. If you skip this step, the system will use the default cash account of the selected payment method.
3. On the Payment Method Details tab, click Create New on the table toolbar.
4. In the Add Payment hosted form, type the required details of the customer's credit card and click Save. The data is sent to Authorize.Net for processing.