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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