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All About Stored Payment Methods: https://help.pm.leapevent.tech/a/1184350
Stored Payment Methods allow you to store your patron's credit card or gift card information for future ticket orders and donation transactions. This is extremely useful for easier and quicker transactions for both you and your patrons.
Read below to learn more about using stored payment methods in PatronManager:
- How do I use a stored payment method?
- Where can I see my patrons' stored payment methods?
- How do I save a new payment method?
- How do I remove or deactivate a payment method?
- My patron wants to change the card they use for recurring donations - can I do that?
All stored payment methods are encrypted, so no actual credit card numbers are being stored in the system. Long story short - you don't have to worry about hackers breaking into your system and stealing your patrons' data.
How do I use a stored payment method?
To get started with using stored payment methods, check off the "Activate Stored Payment Methods" checkbox in your PatronTicket Settings tab, here:
Go to the App Launcher
Search for "PatronTicket Settings" and click on it
Click "Edit"
Scroll down to Payment, Fee, and Delivery Settings and check the "Activate Stored Payment Methods" checkbox
Click "Save"
Using Stored Payment Methods in the PatronManager Box Office:
During the Payment process, select a card on file with the drop-down field.
What does this look like for my Donation records?
When processing a donation, select a card on file with the drop-down field.
Can my Portal users use their stored payment methods?
Yep! If your organization is using PatronPortal, your patrons will also be able to access their saved credit card information when purchasing tickets.
Where can I see my patrons' stored payment methods?
Stored payment information can be found in the "Payment Methods" component on your Contact records:
Don't see the Payment Method related list?
You may need to add it to your Contact page layouts. If you're not familiar with how to add a related list to your Contact page layouts, this Help Tab article will show you how. Add this related list to all of your Contact page layouts, such as Patron Contact, Other Contact, and any custom page layouts you're using.
Customize your Payment Method related list
Here's how we recommend you set your related list up:
-
Selected Fields:
- Payment Method Name
- CC Type
- CC Number Last Four
- CC Expiration
- Status
-
Sort By:
- CC Expiration
- Descending
How do I save a new payment method?
You will have the option to save a payment method during a donation or ticket order transaction. You can also manually save a payment method directly from the Contact page, and if you're using PatronPortal, your patrons can save their payment methods when purchasing tickets online.
Click below to learn more:
When processing a ticket order, if the patron is paying via credit card, you'll have the option to save the credit card for future use - just click the checkbox that appears on the "Process Order" page.
When you're processing a non-recurring, credit card donation in PatronManager, simply check the "Save for Future Use" checkbox
When you're starting a new recurring donation, PatronManager automatically save the card to be used for future payments - no need to do anything special!
Patrons logged into Portal can save the card they're using to purchase tickets for future purchases - all they need to do is click the checkbox, "Save my card for future purcahses."
You can also save credit cards directly to your patrons' Contact record without processing a transaction
1. Head to your patron's Contact record, and select "New" in the Payment Methods component
2. Click Enter Card Details
We're not charging the patron, but we need to send their card details securely to the payment processor, which uses a similar interface.
3. Add the card details, then click Confirm
This sends the card details securely to the processor to be tokenized and safely stored.
How do I remove or deactivate a payment method?
Head to the patron's Contact page, click on the Payment Methods component, and click on the payment method you need to deactivate.
Once there, click Deactivate, then click "OK" on the pop-up warning once you're ready.
You cannot reactivate stored payment methods once deactivated. If you need to save that credit card information again, you'll need to re-add the card as a new stored payment method.
My patron wants to change the card they use for their recurring donation - can I do that?
You sure can, right from the recurring donation record! First, navigate to the recurring donation, then click "Change Stored Payment Method." For more details, check out our How to Edit Recurring Donations article.
