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20150921 (Andy) | Pro, MultiUser, MultiSite, MultiView |
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9.X (and higher) | n/a |
In StorMan, it is possible to setup Customer Agreements so that funds can be deducted from the Customer's nominated credit card whenever they are due. CardSave is one of several ways to achieve this (for more, see our Index of Automatic Payment articles). You can also compare our merchant providers here.
CardSave automatic Credit Card processing has now been setup! You will now be able to setup individual Customer Agreements for credit card processing, via the AutoPay section on the tab of the Customer Agreement screens .
You can now also process credit cards on an ad-hoc basis, via
on the tab of the Customer Agreement screens . Simply click , then to manually enter the credit card to process.If the Customer already has a credit card on file on the
tab of their Agreement , you can click to use the credit card details that are on file for this Customer.
When you run Daily Processing
and Customers are due to have their credit card processed that day, a dialog will appear on screen for each credit card due to be processed, confirming the amount that the card needs to be processed for. Upon continuing, that card is then automatically processed for that amount using the internet gateway.If successful, a receipt is automatically added to the relevant Customers account. If declined, a note is automatically added to the relevant account and the failed cards will appear on a special report that prints at the end of Daily Processing.
Please refer to this article: #DLYRFDCC01.
Yes, there is a specially-named notice Email when Credit Card is processed field ticked.
that you can create which will send to an applicable Customer whenever a credit card payment is approved (or declined, for that matter). Set this up as a Notice & it will be sent automatically when triggered . Ensure that the AutoPay tab for any applicable AutoPay customers has theRelated articles: | Article tags: | How did we do? | ||
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