The Customer Payment Information Profile displays information about stored payment methods used by a specific customer. Credit card and ACH (checking account) information can be stored for customers.
The Customer Payment Information Profile displays information about the customer and the type of payment method stored. Based on the type of payment method stored (credit card or ACH) additional information will be displayed.
| Field | Description |
|---|---|
| Customer | Displays the name of the customer who is associated to this saved payment method. |
| Business Unit | Displays the business unit associated to this saved payment method. |
| Payment method | Displays the actual saved payment method (VISA, MC, ACH, etc.) |
| Status |
The status of the current attempt to process the payment method. |
| Status change date | Displays the most recent date that the payment processing status changed. |
| Failed attempts | If the payment process has failed, this field displays the number of failed attempts, from one to three. The payment process will not be repeated more than three times with the current payment method. |
| Next attempt date | Displays the next date that the payment process will be attempted. If payment processing has failed three times, no additional attempts will be made to process the payment using the current payment method. |
The For Credit Cards section of the Customer Payment Information Profile displays the information about a stored credit card for a specific customer.
| Field | Description |
|---|---|
| Masked credit card number | netFORUM does not store the actual credit card numbers of customers, however it does store a masked version of that number that can be associated to the correct credit card number when a payment is processed. This field displays the masked credit card number. |
| Expiration Date | Displays the expiration date of the stored credit card. |
| CVV | Displays the security code found on the back of the stored credit card. |
| Card holder name | Displays the name as it appears on the stored credit card. |
The For ACH section of the Customer Payment Information Profile displays information about stored checking account information for a specific customer.
| Field | Description |
|---|---|
| Name on check | Displays the name that appears on the check for the saved checking account information. |
| Bank account type | Displays the type of bank account associated with the saved checking account. |
| Account number | Displays the checking account number. |
| Routing number | Displays the bank routing number for the saved checking account. |
From the customer payment information profile, you can edit stored payment information.
The Customer Paymetn Information Profile child form section is divided into tabs. Each tab contains one or more child forms.
The following tabs are available on the Individual Profile:
The Primary Tab on the Customer Paymetn Information Profile contains the following child forms: