Updating Customer Card on File
In Admin:
- Open the "customers" module
- Search for the customer by name or email
- Once you find the custom, click view to see the customer account details
- Select the tab "card on file"
- You can either add a card on file using the "add card on file" button or update a card on file using the "view" button
- You will see a popup where you will fill in all of the required information
- Click save changes when you are finished to update or create a card on file
In the Point of Sale:
Option 1
- Go to the "account" section
- Search for the customer by last name
- Select the customer from the list. When the customer information loads, click "Update Credit Card"
- You can swipe the card or type in the number to update it or you can add a card on file or delete a card on file using the "add" or "delete" buttons on the lower left-hand side of the page
Option 2
- During checkout, select the "on file" button
- You can either add a card or delete a card by selecting that card and clicking the "delete" button on the bottom left-hand side of the page. You can update an existing card by selecting the card, touching the "update card info" button, and then swiping the card or typing the information
Webstore (Customer Access):
- The customer must log into his or her account, look for the edit button
- This will allow them to edit their information, including the card on file
To Note:
(As of 11/17/2022)
For WorldPay - Non-recurring tokens expire every 6 months, recurring tokens expire every 24 months. A new token will be created when the card number for a card on file is updated.
For OpenEdge - After 13 months of inactivity, the card on file token will expire. Using the card on file will update the token.