Payment Method On-The-Fly

While creating a payment on the Payment screen, you can choose to add a new payment method on the fly by selecting the Add New Payment Method option in the Payment Method drop-down. Selecting this option displays the Payment Method screen to enter the payment information. This screen is nearly identical to the Payment Method screen available from the Contact screen in prior versions of Aspire.

The following table describes each of the screen elements:

Element	Description
Screen Title	Includes the name of the contact selected on the Payment screen for context.
Payment Type	Drop-down allowing 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 either credit cards or debit cards. When this field changes, the fields on the screen change as reflected in the images above.
Card Number	Required. Available if the payment method is Credit Card. Allows you to specify the credit card (or debit 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. If the card number is valid, Aspire displays the emblem of the credit card and replaces part of the card number with asterisks as depicted. If the card number is invalid, the background color of the Card Number field turns red. The card number is not stored in Aspire – it is only stored with the credit card processor.
Expiration Date	Required. Available if the payment method is Credit Card. Allows you to specify the expiration date associated with the credit card.
Routing Number/Account Number	Required. Available if the payment method is ACH/eCheck. Allows you to specify the bank routing number and account number from which payments should be taken. Both values are entered in this field separated by the slash (/) character. The numbers are validated by CardConnect.
Save Payment Method (new)	This field is checked by default, and causes Aspire to save the payment method leaving it associated with the current contact to be available for future payments. If you uncheck this checkbox, then the payment method will only be used for the current payment transaction and will not be available for other payments in the future. This supports single-use credit cards.
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 not an existing default method for the contact, this field defaults to 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 address information from the selected payment 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.
Billing Information	Name on the card and address information for individuals associated with the payment method.
Cancel Icon	Returns to the prior screen without creating a payment method.
Save Icon	Validates the date on the credit card. If the credit card is expired, or the specified expiration date is in the past, then Aspire displays an appropriate notification to you and remains on the Payment Method screen. If validations are successful, Aspire creates the payment method and returns to the Payment screen refreshing the list of payment methods to add the new one. The payment method is not used to initiate the payment until you click Save icon on the Payment screen.