Set up a payment method without charging the card or bank account by selecting the Online Link Type option of Capture Credit Card Info within the Setup Credit Card/Bank Online Payment screen.
Figure 89: Setup Credit Card/Bank Online Payment
Once the option is successfully processed, the card is associated to the shipper and/or customer (if specified within the Setup Credit Card/Bank Online Payment screen).
NOTE:
When you press Setup Online Transaction the data is sent to the processor, such as CSI Pay, and the information is secured within their system. A key (or token) is returned to reference this card for future use. The card is not actually verified or “ran” until a payment is actually sent and processed by the card issuer.
Refer to the Electronic and Online Payments topic for more information on capturing credit card or bank account information for future payments.
NOTE:
The capture process does not send a dollar amount. What this process does is send the customer the email requesting that they provide their card information. This is emailed to them. Once verified, the MoversSuite user can then charge the card when the move completes for the amount of the move. Your customer receives an email with the cash receipt of the payment. Your customer only sees the final billing amount.