To allow customers to safely save credit cards in ASAP for future use, follow these steps:
- Under Set Up, select Financials.
- Select the edit icon in the Preferences box.
- Check the box next to Allow users to save their credit cards info for future purchases.
- Select the save icon.
This allows office staff to store cards on the account as well as your customers to elect to save a card on their profile. Note that with this feature enabled this is an option not a requirement.
To save a card as the Admin, go to a Family Account page, select the Financials tab, select Saved Credit Cards, and select the add icon.
NOTE: The Automated Recurring Billing (ARB) feature and the Payment Plan feature for invoices, do not require this "Use Saved Credit Cards" preference to be YES. ARB and Payment plan payments will still capture, save and auto-charge a credit card that was used to purchase initial or subsequent invoice associated with the enrollment, even if no cards are saved in the system using "Save this card" feature. But if this preference is off, and if customers or Administrators need to add a new credit card to an account for a registrant of an ARB class or payment plan, they will need to enable this preference temporarily, add the card, configure the card for the enrollment, then disable the preference. The ARB and Payment plan features will still operate correctly with the single enrollment associated to the card, the but card is otherwise not available as a saved card for other purchases.