Setting up a stored payment type is done within the client card.

Adding a credit card

Payment Gateway

In order to store credit card details, you need to be using a Payment Gateway.

 

Stored credit card information

AroFlo does not access or store actual credit card details; it uses a secure token issued by a third party.

Terms of Service

These Additional Terms govern the access to and use of the payment data tokens functionality within the AroFlo System (Payment Gateway Functionality), provided through our third-party service provider, Spreedly, Inc. (Spreedly).

AroFlo Additional Terms of Service.pdf

 

 

 

1. Go to Accounts > Clients > (Select a Client) > Stored Payment Types tab.
2. Click Add Stored Payment Type.
3. From the pop-up window, select Credit Card as the Payment Type.
4. Enter an identifying name for your stored payment type
5. Select a Payment Gateway. 
   

   This will only be used to validate the credit card number and not actually to process payments.

    

   Selecting 'None' as Payment Gateway 
   Selecting None is useful if you need to record payments that are not taken using your payment gateway, e.g. payments taken via an EFTPOS terminal.

    
6. Enter the Credit Card Number, Expiry Date, CVV, and Name on Card.
7. Enter Notes specific to this client (optional).
8. If you want to set these details as the preferred details, tick the Set as Default box. 
   

   Setting these details as the default means that when you record an invoice payment for this client and select Credit Card as the payment method, these details will auto-populate. If you don't set these details as the default, you will need to select them from the dropdown.

    
9. Save. The stored credit card information will be visible. The table displays the type of credit card, the note, and only the last four digits of the credit card number.

Failed validation

If the credit card fails validation, an alert will display. Ensure the details you've entered are correct. If they are, check with your client, who may need to check with their financial institution.

 

 

 

1. Click on the payment type you need to edit.
2. Click Edit Stored Payment Type.
3. You can edit the name, note, or the Set as Default checkbox, as necessary.
   

   Edit credit card or bank details
   If you need to edit the credit card or bank account details, you need to archive the stored payment type (see below) and add a new one.

    
4. Save.

If you need to archive a stored payment type, for example, if the client has a new card issued to them, or if their bank details have changed:

1. Click on the payment type you need to archive.
2. Click Edit Stored Payment Type.
3. Click Archive. 
   

   Archiving a payment type is permanent. AroFlo will ask you to confirm that you intend to archive the record.

    
4. Click Archive. The payment type will disappear from the list.