Send Customer Cc Number with airSlate SignNow

Support cc number field

today I'm going to show you three different ways to store a credit card on file within cart point for a specific customer by creating a customer profile all three methods that I cover today allow you to store credit card information and cardholder data properly and securely within PCI compliance since these customer profiles will be stored within card point all data is protected and encrypted and your clients and customers data will be safe the ability to store credit card information is a great feature to have and use if you have a customer base that periodically places orders with you and requests to simply charge a card on file after they've placed in order additionally once the profile is saved you can use it to run single charges in the future and to initiate billing plans if you haven't seen the billing plans video check the links in the description for that video now there's three ways to store a credit card on file within the card point interface number one is to run a transaction or an authorization through the virtual terminal tab and to make sure you check the box that's labeled store customer profile when you run the card this will create a customer profile and store the credit card on file for future use on a side note this store customer profile check box can be customized so that it automatically is checked or unchecked every time you run a transaction in the virtual terminal to change this option or modify it go to the administration tab in the main menu then the virtual terminal in the sub tab and find the store profiles by default option and market according to what you would like to have number 2 is to store the card with a new customer profile this is accomplished without running a live transaction and this can be done by going to the virtual terminal tab then locate the customers tab on the submenu and click if you've never stored a customer profile this page will be blank however as you start to store more customers this is where they will be listed for your reference to add a new customer just click the button here and simply add your customer name address and fill in any custom fields that you may have added and finally add the credit card number over here inside of the mock credit-card icon it's also important to note that you can add more than one credit card to be on file and associated with one customer simply by pulling up the contact record under the customers tab and clicking on the add new card button and filling in the appropriate credit card number and finally the third way to store a credit card on file is by saving a customer profile from a credit card transaction that you have already processed since card point is a payment gateway it can be integrated with third party software like simply pay invoicing and countless others so here's how you store the profile once a transaction comes through and is logged in the reporting tab inside a card point you just come in to the transaction details and click on the save profile button right here and it automatically stores that profile for future use on a sidenote transactions process through the card point hosted payment page will also show up here inside the reporting tab and profiles can be saved just as I've shown here if they're not already set to be stored automatically inside of the card point hosted payment page editor so there's three different ways to properly store a credit card on file within card point form or card point training videos that cover the virtual terminal the mobile app terminals and integrations as well as other card point features be sure to check out the card point tutorials playlist shown right here on the screen if you want more merchant account trainings and payment page tutorials just like this one as well as more card point videos please be sure to click that subscribe button and click the little bell notification so you get a notification when new videos are posted share this video with your friends and colleagues and comment below if you have any questions on the content of this video i'm brian manning and thanks for watching