To Add a Credit Card by Using the Payment Profile ID

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 for a customer account by using a payment profile ID obtained in the Authorize.Net Merchant Interface.

Before You Proceed

Review the customer profile identifier and payment profile identifier you have received by registering a new customer credit card through the Authorize.Net Merchant Interface.

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.

Finally, 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.

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, type the payment profile identifier as the Value of the Payment Profile ID parameter.
  4. Click Save. The data is sent to Authorize.Net for processing.

Authorize.Net returns the Customer Profile ID, which is the identifier that is associated with the customer account, and the system automatically fills in the corresponding box on the form.

MYOB Advanced automatically generates an identifier for Card/Account Nbr. that includes the description of the method and a masked card number.