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      Add a Credit Card On File for Use with Texada Pay in Canada, Australia, and New Zealand

      Describes how to add credit card information on file for use with Texada Pay in Canada, Australia, and New Zealand.

      Type

      How to

      Audience

      SRM Counter and Bookkeeper

      Products

      SRM, Texada Pay

      Context

      Add a credit card on file if your customer prefers to pay using Texada Pay via credit card manually or automatically during cycle billing. You can reuse this credit card information to make further payments for this customer in future transactions, saving you the effort of having to re-enter the information each time. 

       

      You can add a credit card on file for use with Texada Pay to either:

      • Customer Payments, or 
      • Counter Payment

      depending on what area of the application you have permission to access. 

       

      Texada recommends that you only have one on-file credit card or bank account selected as auto-pay, as the automatic pay functionality will use the first account or card in the list with auto-pay enabled.

       

      Notes: 

      • You can use this credit card with any part of SRM involving customer payments, except Accounts Receivable Customer Payments [ARAR03]
      • Credit card information is stored in Texada Pay in a PCI compliant manner.  This means that your customers’ credit card information is not shared with anyone other than OpenEdge Payments, ezidebit, or Smartpay

      Before You Begin

      Required: Valid credit card information, valid SRM account and access permissions, Texada Pay is set up for credit card payments, existing Type M payment method

       

      Steps

      To add a credit card on file for use with Texada Pay, do the following:

      1. Do one of the following:
        1. On the SRM navigation page, navigate to Accounts Receivable > Payments > Customer Payments
          The Customer Payments page opens
        2. On the SRM navigation page, navigate to Counter > Counter Payment
          The Payments Received at Counter page opens
      2. Click Capture Card
        The Capture Card/Check on File pop-up opens
      3. Use the Method dropdown to select Type M method
      4. Use the Customer field to identify the customer this bank account applies to
      5. Click Credit 
      6. Optional: Check Auto Pay if you need to process automatic payments during cycle billing to this credit card
      7. Click Accept
        The Texada Pay - Select Card Type popup opens
      8. Click Credit Card
        The Texada Pay Credit Card Information popup opens
      9. Type the credit card number in the Card Number field
      10. Type the card’s security code in the Security Code field
      11. Type the name that appears on the card in the Name On Card field
      12. Type the card expiry month as it appears on the card in the Expiry Month field
      13. Type the last two digits of the card expiry year as it appears on the card in the Expiry Year field
      14. Optional: Check Auto Pay if you need to process automatic payments during cycle billing to this credit card
      15. Click OK
      16. Click Accept
      17. Click Accept
      18. Click Accept
        The credit card is added on file for the customer and can be used with Texada Pay

      Next Steps

          Process an On-File Credit Card Payment Using Texada Pay
         

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