Capture New Payment Method

When a MoversSuite user needs enter credit card or bank account information to link that information to a Customer, the Capture New Payment Method screen is used.

 

USE WHEN:

•    Customer gives you a credit card number and it needs to be attached to the Order and/or Customer.

 

The process for capturing credit card information (or bank account information) is as follows:

 

NOTE: Currently, Remedy offers the ability to capture credit card information. CSI Pay (PYXiS) can capture credit card information and bank account information, as well.

 

1.    From the Electronic Payments Menu, choose Capture Credit Card Information.

2.    This opens the Capture New Payment Method screen. Complete this screen.

3.    Clicking the Setup Account Information button (Figure 23) opens the Electronic Capture Processing Page. Simultaneously, a prompt will appear to manage the payment through the browser (Figure 24). Complete the Electronic Capture Processing Page webpage.

4.    After completing the Electronic Capture Processing Page, click the message box from MoversSuite which reads: Click me after the card capture has succeeded or been cancelled. The capture will finish processing and a message will appear if the capture was unsuccessful.

5.    If successful, the message will close. Now, the credit card information will be available to use for Credit Card/Bank Payment or Authorization.

 

A screenshot of a computer Description automatically generated

Figure 22: Capture New Payment Method screen with options unique to Remedy being chosen as the Merchant Account. Other Merchant Accounts will have different options according to their process.

 

Technical information the Capture New Payment Method screen:

 

Field/Function

Description

When an order is on the screen and Capture Credit Card Information is chosen from the Electronic Payments Menu, the Order Information data auto-populates this screen and the information entered is linked to that order.

Use Merchant Account

Select from the Electronic Merchants that have been set up by your company within Electronic Merchant Setup. When a Merchant Account is selected, the fields and options available on this screen are determined by that provider.

 

Remedy

If the Merchant Account chosen has Remedy Gateway set as the Electronic Service on the Electronic Merchant Setup record. The name of the Merchant Account will be what is set on this record as the Merchant Name. See Electronic Merchant Setup for more details.

 

CSI Pay (PYXiS)

If the Merchant Account chosen has Constellation Payments (PYXiS) set as the Electronic Service on the Electronic Merchant Setup record. The name of the Merchant Account will be what is set on this record as the Merchant Name. See Electronic Merchant Setup for more details.

Payment Type

Remedy Only: Credit Card is the only option for Remedy

 

FOR CSI Pay (PYXiS), the payment type is chosen after clicking the Setup Account Information button.

 

This checkbox and description are grayed as it is implied that the information will be attached to the Customer as it is a capture. Once a payment method is captured, it is available for assignment to billing items through the Payment Setup tab and through the Credit Card/Bank Payment or Authorization screen.

Account Nickname

This will be the name that displays for this payment information where payment dropdowns or payment information is available.

Name

 

 

The format for this field can take many forms depending on the options chosen for Merchant Account and Payment Type. Essentially, this is the name on the credit card or bank account.

Default Address From:

Use the dropdown to choose any of the addresses on file for this Customer.

Billing Address:

The address associated to the credit card or bank account.

City:

The city associated to the credit card or bank account.

State:

The state associated to the credit card or bank account.

Postal Code

The zip code associated to the credit card or bank account.

Country

The country associated to the credit card or bank account. The use of Origin, Destination, or Moving To address will auto-populate this field.

Click this button to prompt a secure online payments tokenization page, such as the Electronic Capture Processing Page. When complete, the system will let you know if the capture was successful or not.