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New Payment Method Screen
- 13 May 2023
- Impresión
- PDF
New Payment Method Screen
- Actualizado en 13 May 2023
- Impresión
- PDF
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This screen allows you to enter the information to create a new payment method for the customer. It is displayed when you click the Add Payment Method
icon in the Payment Methods section of the Contacts screen.
Screen for Credit
Screen for ACH
The screen elements on the New Payment Method screen are described in the following table.
| Screen Element | Description |
|---|---|
| Payment Type | The drop-down allows you to select one of two options: Credit Card or ACH/eCheck. The field defaults to Credit Card. The Credit Card option can be used for credit or debit cards. The fields on the screen change when this field changes, as reflected in the images above. |
| Card Number | Required. Available in the payment method is Credit Card. Allows you to specify the credit card number for payments. The credit card number is validated by CardConnect. Validation of the card number validates its format but not whether it can be charged. The card number is not stored in Aspire but only with the credit card processor. |
| Expiration Date | Required. Available in the payment method is Credit Card. Allows you to specify the expiration date associated with the credit card. |
| Routing Number/Account Number | Required. Available in the payment method is ACH/eCheck. Allows you to specify the bank routing and account numbers from which payments should be made. Both values are entered in this field, separated by the slash (/) character. The numbers are validated by CardConnect. |
| Default Payment Method Checkbox | Specifies that the currently displayed payment method should be the default payment method. There can be only one default method. When creating a new payment method, if there is no existing default method for the contact, this field defaults to be checked when the screen is displayed. You can change it as appropriate. If checked when the screen is saved, the displayed payment method becomes the default method for the customer. If there was previously a default method, the default is changed to the new method. |
| Use Default Billing Information | If this checkbox is checked, Aspire will use the property's address information from the billing contact. If this checkbox is unchecked, then Aspire displays fields allowing you to enter the billing address to be used instead of that of the billing contact for the property. |
| Cancel | Returns to the prior screen without creating a payment method. |
| Save | Creates the payment method and returns to the Contact screen, refreshing the list of payment methods to add the new one. |
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