Uploading Customer Credit Cards on File - Processing Steps
The SmarterCommerce Credit Card Upload (PQ670043) enables you to convert credit card information on file from your legacy system to the SmarterCommerce Credit Cards on File table (FQ67CCIF). To convert credit card information from a legacy system follow the steps below:
Step 1
Transfer credit card information from an external source to a spreadsheet. Confirm that the spreadsheet columns are in the same column format as the application PQ670043.
Step 2
Either import spreadsheet utilizing import functionality found under tools option or key in all relevant credit card information directly into grid of application. As each row is exited the information entered on the row will be validated. If the information is found to be valid a green checkmark will appear on the row header. If not, the fields in error will display in red.
Step 3
You must first correct all errors found before saving the credit card information to the Credit Card on File table. If no errors are found press OK to save information to the FQ67CCIF table.
There can only be one default credit card per Address Number. Therefore, take care to only mark one record as default mode equal to 1 per Address Number.
Please be advised that uploading credit card information using Hosted Pages is not available. If you attempt to upload credit card information while your system is configured to use Hosted Pages; you will receive an error.
This Section Also Contains
- Credit Card Prepayment Information Flow
- Credit Card Prepayment Flow
- Credit Card Prepayment Setup
- Entering Sales Orders
- Updating Credit Card Prepayment Information - PQ670041
- Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
- Uploading Customer Credit Cards on File - PQ670043
- Work with Future Dated Receipts - PQ670313
- Auto Invoice Payment Rules - PQ670315
- Authorize by Message Status Application - PQ674236
- Pay Invoice by Message Status - PQ674237
- Work with Companies by Store - PQ679912
- Credit Cards on File - PQ67CCIF
- Apply AutoPay Rules - RQ670315
- Surcharge Errors - PQ67SUER
- Batch Authorization of Credit Card Transactions - RQ6704201
- Settling Credit Card Transactions - RQ6704202
- Recording Settled Credit Card Transactions into Financial System - RQ6704203
- Credit Card Prepayment Analysis Report - RQ6704204
- Authorized Credit Card Expiring Report - RQ6704205
- Clearing Sensitive Card Holder Information - RQ6704208
- Credit Card AR Settlement Report - RQ6704209
- Deposit Settlement Report - RQ6704210
- Renew Credit Card on File - RQ6704212
- Credit Card Reconciliation - RQ6704213 & RQ6704214
- Credit Card Surcharge Fee Batch Report - RQ6704215
- Authorize by Email Automated Process - RQ6704216
- Create Invoice Payment by Email Process - RQ6704217
- Pay Invoice by Email Process - RQ6704218
- Update JDE Payments to PayCloud - Email Payment Document - RQ6704219
- Change Invoice Email Status to Expired - RQ6704220
- Credit Card Future Payments Process - RQ670429F
- Import Credit Card on File Information from Cloud - RQ67CCIF