Store Credit Cards in the Back Office

Riha Moss

Oct 25, 2024

2647

If your payment gateway is GrowthZone Pay or NAR Ecommerce, credit cards can easily be stored through the back-office for future use.

Members may also store credit cards through the Info Hub or any time they are paying an invoice online they may choose to save their card.

Did you know? Credit cards are stored at the Processor and are NOT stored on GrowthZone servers.

On the contact's Billing Setup tab scroll to the Stored Payment Profile section.
Click the icon. The Add Payment Profile dialog box will open.
Required options will vary dependent on the payment processor yu are using.
Select a Payment Profile Type from the drop down list.
Select the desired Payment Gateway.
Enter all required Card Information.
Click Done.

See Invoice Processing for Stored Payment Profiles for further details on how automated payment processing works.

NOTE: With GrowthZone Pay ACH Bank Account information may also be stored, but the member must enter the information. Staff can not store bank information through the back office.

Important! If there is any change made to the membership, the Autopay will need to be reconnected.