Changing the credit card stored for payment processing
In order to protect your client’s credit card information, if you wish to update the credit card they have on file, you will delete the existing card and then add the new card. This will also allow you to ensure you have captured the most current information from their card to make it easier when processing their card for future payments. The credit card data stored in Midnight is PCI compliant and while you can view key details from the system, the actual credit card data is securely stored outside of your database.
When a client alerts you they wish to change the credit card on file or you otherwise find that information on the card needs updating, go to the CRM module and search for the customer record. After you select the customer record from the search screen, click on the Payments tab which is the last tab on the right in the blue CRM menu.
First, locate the card you wish to delete (this is the card that needs updating). To delete the card, click the red X to the right of the listed credit card.
You can then add the new card using the green button for Add Payments. Click this button to open a screen where you may enter the credit card information from your customer.
Enter the name on the credit card, type the full credit card number, expiration date and CVV number to complete the screen. Click the green Add button to add the new card to the system. (If the credit card number is not a valid number type, the system will return an error.)
After adding the new card, Midnight will return you to the CRM screen. The full credit card number does not display in full for security purposes. Click Save & Close on the customer if you do not have any other new cards to enter or change.