CardPointe Tutorial – 3 Ways To Store a Credit Card Number On File

by Sep 18, 2020CardPointe

Storing a credit card on file by adding a customer profile is easy to do with CardPointe.

There’s 3 different ways you can do it and in today training video and blog post, I’ll show you how to do it.

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All 3 methods that I cover today, allow you to store credit card information and cardholder data properly and securely within PCI compliance. 

Since these profiles will be stored within CardPointe, all data is protected and encrypted and your clients and customers data will be safe. 

The ability to store credit card information is a great feature to have and use if you have a customer base that periodically places orders with you and requests to simply charge a card on file after they’ve placed an order.

Additionally, once the profile is saved you can use it to run single charges and to initiate recurring billing plans through the virtual terminal

If you haven’t seen the CardPointe billing plans video, check the links in the description for that video.  

There’s 3 ways to store a credit card on file within the CardPointe interface. 

Number 1

Is to run a transaction or an authorization through the virtual terminal tab and to make sure that you check the box labeled “Store customer profile” when you run the card. 

CardPointe Store Customer Profile

This will create a customer profile and store the credit card on file for future use. 

On a side note, this “Store customer profile” checkbox can be customized so that it is automatically checked or unchecked every time you run a transaction in the virtual terminal. 

To change this option, go to the administration tab in the main menu, then the Virtual terminal in the sub tab, and find the Store Profiles by Default option and mark it according to what you would like!

Number 2

 Is to store the card with a NEW customer profile. This is accomplished WITHOUT running a live transaction and this is done  by going to the Virtual Terminal tab, then locate the Customers tab on the submenu and click. 

CardPointe Store Customer Profile

If you have never stored a customer profile this page will be blank.  However, as you start to store more customers, this is where they will all be listed for your reference. 

To add a new customer, just click the button here and simply add your customer name, address and fill in any custom fields you may have added and finally add the credit card over here with the mock credit card fields. 

It’s also important to note that you CAN add more than one card on file to be associated with ONE customer simply by pulling up the contact record under the Customers tab, and clicking on the ADD NEW CARD button and filling in the appropriate credit card number !

And finally, the 3rd way to store a credit card on file, is by saving a customer profile from a credit card transaction that you’ve already processed. 

Number 3

Since CardPointe is a payment gateway, it can be integrated with 3rd party software like SimplyPay invoicing and countless others, so here’s how you store the profile. 

When a transaction comes through and is logged in the reporting tab inside CardPointe you just come to the transaction details and click on the Save Profile button right here and it automatically stores that profile for future use!

CardPointe Store Customer Profile

On a side note, transactions processed through the CardPointe hosted payment page will also show up here in the reporting tab and profiles can be saved just as I’ve shown here (IF they are not already set to be stored automatically inside of the CardPointe hosted payment page editor)

Close

Those are the there are the 3 different ways to properly store a credit card on file with CardPointe.

For more CardPointe training videos that cover the virtual terminal, the mobile app, terminals and integrations as well as other CardPointe features just click the cooresponding links or visit our CardPointe page.

If you want more merchant account training and payment page tutorials just like this one, be sure to subscribe to our channel on YouTube.

Share this video with your friends and colleagues, and comment below if you have questions about the content of this video.

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Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

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