The Customer Payment Info Profile page shows customer payment information for all transactions.
This topic covers the information displayed in the profile and links to the topics describing actions that you can perform on the profile page.
The Customer Payment Info Profile page displays the following information:
| Field | Description |
|---|---|
| Customer | Displays the name of the customer who owns this payment information. Click the linked name to go to the Individual Profile in CRM. |
| Business unit | Displays the Business unit used to process the last transaction using this payment information. |
| Payment method | Displays the user-entered payment method. |
| Status |
Displays the netFORUM-generated status of the payment. A list of the possible statuses follows: No Status Displayed: is Active, the default state for payment information. netFORUM assumes the payment information is good. Active: is the default state for payment information. netFORUM assumes the payment information is good. Failing: is the state for payment information that has experienced some failures. netFORUM still tries to process this information for installment payments. Pending: is the state for payment information that was previously Failing or Invalid and was updated by a user. netFORUM will try this updated payment information, until then it is in a Probation, or Pending state. If payment information in the Pending state succeeds when it is used for a payment, netFORUM changes the state to Active. If netFORUM tries payment information in the Pending state again and it fails, netFORUMchanges the state to Failing again. Invalid: is the state for payment information that netFORUM has tried and found to be invalid. netFORUM's payment tasks do not try to process this payment information again until a user updates the information. Note: You can change the Status from Failing or Invalid to Pending by editing the payment information. |
| Status changed on | Displays the date on which the Status changed. |
| Failed attempts | Displays the number of times netFORUM tried this payment information and it failed. |
| Next attempt date | Displays the date that the gateway will try the payment again if there has been a failed attempt. |
The Payment Information Section of the Payment Profile displays the following information, depending on the payment type.
| Payment Method | Field | Description |
|---|---|---|
| credit cards | Masked credit card number | Displays the first two and last four of the 16-digit credit card number. |
| Expiration Date | Displays the credit card expiration date. | |
| CVV | Displays the three- or four-digit CVV code found on the back of the credit card. | |
| Card holder name | Displays the user-entered name of the card holder. | |
| ACH | Name on Check | Displays the user-entered name on the check. |
| Bank account type | Displays the bank account type such as Checking or Savings. | |
| Account number | Displays the last four digits of the bank account number. | |
| Routing number | Displays the full routing number. |
You can Edit the profile from the Customer Payment Info Profile page.
Note: You can change the Status from Failing or Invalid to Pending by editing the payment information.
The payment Profile has one child form tab: the Primary tab. The Primary tab contains the following child forms with information related to the Customer Payment Info: