Managing client credit card information

ServMan allows you to record and store credit card information for a client. You do not have to store credit cards unless you plan to process credit card payments in batch.

NOTE: All credit card numbers are encrypted when stored to the database for added security.

Enter a client's credit card information

1. Open the client's account.
2. Click Menu and select Credit Card Information.
3. Click Add Card.
4. Enter the credit card information. If the address is the same as the client, click the Fill Address from Client. NOTE: The card holder and address does not have to match what is on the client account.
5. Check the Preferred Card option if the card will be used to process batch credit card receipts, like a monthly service agreement payment.
6. Click Save.

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Edit a client's credit card information

1. Open the client's account.
2. Click Menu and select Credit Card Information.
3. Select the card.
4. Click Edit Card.
5. Edit the credit card information as needed.
6. Click Save.

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Remove a credit card from a client's account

1. Open the client's account.
2. Click Menu and select Credit Card Information.
3. Select the card.
4. Click Delete Card.

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Credit card options and field definitions

• Name on Card (First Name): Card holder's name as it appears on the card
• Credit Card Type: type of credit card; you can add/remove credit card types by selecting Utilities > Program Settings and Defaults and then select the Credit Card tab
• Card Street: billing address for the credit card
• Card City, State, Zip: billing city, state, and zip code for the credit card
• Card Country: billing country for the credit card
• Card Phone: telephone number associated with the credit card
• Card Email: email address associated with the credit card
• Card Number: credit card number; the number is not authenticated when entered
• Exp. Date (MMYY): expiration date on the credit card; enter in MMYY format
• Preferred Card: identifies the card as the one to be used for batch credit card payment processes

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