Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders.
Adding Financial Profiles for a Contact
Step Action
1. Select {New} under Stored Credit Card Profiles of Financial section on the
Contact view page. A New Stored Profile modal window will open.
2. Complete fields for the New Stored Profile.
Card Details |
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Billing Address | Enter the street address, city, zip/postal code, region, and country in the corresponding fields. |
3. Select {Add}. The newly added card will now appear below Stored Credit
Card Profiles.
Deleting a Stored Credit Card Profile
Step Action
1. Select item to be deleted by checking box to the left-hand side of Number column under
Stored Credit Card Profiles.
2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
3. Select {OK}. A results window will pop-up to confirm the selected Payment
Profile have been deleted.
Note: Deleting a stored credit card profile will remove the information on DocketManager
but does not remove the stored profile from Authorize.net. To fully delete a stored profile,
it would need to be done on your Authorize.net account as well.
If the stored credit card profile has not been removed from Authorize.net, an
error message will generate indicating a duplicate customer payment profile
already exists.