The Goal: Store a member’s credit card from the back office so that you and the member’s agent can use it for future NAR E-Commerce payments.
Before You Begin:
- You need staff access to the member’s record and permission to manage stored payment profiles.
- Have a NAR E-Commerce Payment Gateway configured for your association.
- Have the member’s card details ready (card type and number). Cards can also be stored by your members in the Info Hub.
Step-by-Step Instructions
- For the desired member, click the Billing Setup tab.
- Click the
icon in the Stored Payment Profiles section.
- On the Add Payment Profile screen, configure the following:
- Select the Payment Profile Type from the list.
- Select your NAR E-Commerce Payment Gateway from the list.
-
Card Information:
- Select Yes/No for Do you have a M1 ID. If Yes is selected, the M1 information for the member will be automatically populated.
- Select the Card Type.
- Enter required card information details.
- Click Done.
Common Pitfalls
- Wrong payment gateway selected: Be sure to choose your NAR E-Commerce Payment Gateway — selecting a different gateway will prevent the stored card from being used for future NAR E-Commerce payments. Once saved, the card number is displayed in the Stored Payment Profiles section and is available to both your staff and the member’s agent for future payments.