{"_id":"59cc3056235d480010a19549","category":{"_id":"59cc3054235d480010a1952c","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:59.817Z","from_sync":false,"order":4,"slug":"customer-profiles","title":"Customer Profiles"},"project":"54cc14d03be4370d0082ac5d","parentDoc":null,"user":"54595f39df560c0800b40fc0","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-31T00:04:12.138Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"To use a Customer's Stored Payment Details to perform a transaction, first select the Customers Tab at the top of the Hosted Checkout Retail interface.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/mAyLvO5WRKmS5Q1ahwk1_Tab%20-%20Customers.png\",\n        \"Tab - Customers.png\",\n        \"1418\",\n        \"100\",\n        \"#1f1f20\",\n        \"\"\n      ],\n      \"caption\": \"Customers Tab\"\n    }\n  ]\n}\n[/block]\nYou will now see your Merchant Account's Customers View. Select a Customer from the list view, or enter Search criteria in the Search field in the top right corner and then select a Customer.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/E9dUffe3RuuAA2i6GDRh_Customer%20-%20Customers%20View.png\",\n        \"Customer - Customers View.png\",\n        \"2874\",\n        \"608\",\n        \"\",\n        \"\"\n      ],\n      \"caption\": \"Customers View\"\n    }\n  ]\n}\n[/block]\nYou will now see your selected Customer's Profile. This customer has a Stored Card so we can perform a Transaction using Stored Payment Details. Click the New Transaction button in the Customer Card section.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/KofiaYbgQcahzKSivljS_Customer%20-%20Profile%20View.png\",\n        \"Customer - Profile View.png\",\n        \"2880\",\n        \"1226\",\n        \"#fc746c\",\n        \"\"\n      ],\n      \"caption\": \"Customer Profile View\"\n    }\n  ]\n}\n[/block]\nThe New Transaction Dialog will appear. In the \"Card\" field, select \"Use Stored Card Details\".\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/hXpmgioRnyeK7RyzP144_Transaction%20-%20New%20Txn%20Dialog%20-%20with%20Stored%20Card%20Details.png\",\n        \"Transaction - New Txn Dialog - with Stored Card Details.png\",\n        \"1156\",\n        \"1328\",\n        \"#5ba2a2\",\n        \"\"\n      ],\n      \"caption\": \"New Transaction Dialog - Using Stored Card Details\"\n    }\n  ]\n}\n[/block]\n You can now enter an Amount and an optional Description for the Transaction.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/VfTfNLm7SKupxchmZjnk_Transaction%20-%20New%20Txn%20Dialog%20-%20with%20Stored%20Card%20Details%20-%20filled.png\",\n        \"Transaction - New Txn Dialog - with Stored Card Details - filled.png\",\n        \"1156\",\n        \"1328\",\n        \"#5ba2a2\",\n        \"\"\n      ],\n      \"caption\": \"New Transaction Dialog - Using Stored Card Details - Details Entered\"\n    }\n  ]\n}\n[/block]\n When you are ready, click the Purchase button in the lower right of the New Transaction dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/EvKVWCtOTonRsp0Xg8Rr_Transaction%20-%20Txn%20Details%20Dialog%20-%20Manual%20-%20w%20Stored%20Details%20-%20Complete.png\",\n        \"Transaction - Txn Details Dialog - Manual - w Stored Details - Complete.png\",\n        \"1156\",\n        \"902\",\n        \"#5ca4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Details Dialog - Transaction Complete and Approved\"\n    }\n  ]\n}\n[/block]\nThe Transaction will now be processed and will complete with an Approved or Declined status.","excerpt":"","slug":"transactions-using-stored-payment-details","type":"basic","title":"Using Stored Payment Details"}

Using Stored Payment Details


To use a Customer's Stored Payment Details to perform a transaction, first select the Customers Tab at the top of the Hosted Checkout Retail interface. [block:image] { "images": [ { "image": [ "https://files.readme.io/mAyLvO5WRKmS5Q1ahwk1_Tab%20-%20Customers.png", "Tab - Customers.png", "1418", "100", "#1f1f20", "" ], "caption": "Customers Tab" } ] } [/block] You will now see your Merchant Account's Customers View. Select a Customer from the list view, or enter Search criteria in the Search field in the top right corner and then select a Customer. [block:image] { "images": [ { "image": [ "https://files.readme.io/E9dUffe3RuuAA2i6GDRh_Customer%20-%20Customers%20View.png", "Customer - Customers View.png", "2874", "608", "", "" ], "caption": "Customers View" } ] } [/block] You will now see your selected Customer's Profile. This customer has a Stored Card so we can perform a Transaction using Stored Payment Details. Click the New Transaction button in the Customer Card section. [block:image] { "images": [ { "image": [ "https://files.readme.io/KofiaYbgQcahzKSivljS_Customer%20-%20Profile%20View.png", "Customer - Profile View.png", "2880", "1226", "#fc746c", "" ], "caption": "Customer Profile View" } ] } [/block] The New Transaction Dialog will appear. In the "Card" field, select "Use Stored Card Details". [block:image] { "images": [ { "image": [ "https://files.readme.io/hXpmgioRnyeK7RyzP144_Transaction%20-%20New%20Txn%20Dialog%20-%20with%20Stored%20Card%20Details.png", "Transaction - New Txn Dialog - with Stored Card Details.png", "1156", "1328", "#5ba2a2", "" ], "caption": "New Transaction Dialog - Using Stored Card Details" } ] } [/block] You can now enter an Amount and an optional Description for the Transaction. [block:image] { "images": [ { "image": [ "https://files.readme.io/VfTfNLm7SKupxchmZjnk_Transaction%20-%20New%20Txn%20Dialog%20-%20with%20Stored%20Card%20Details%20-%20filled.png", "Transaction - New Txn Dialog - with Stored Card Details - filled.png", "1156", "1328", "#5ba2a2", "" ], "caption": "New Transaction Dialog - Using Stored Card Details - Details Entered" } ] } [/block] When you are ready, click the Purchase button in the lower right of the New Transaction dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/EvKVWCtOTonRsp0Xg8Rr_Transaction%20-%20Txn%20Details%20Dialog%20-%20Manual%20-%20w%20Stored%20Details%20-%20Complete.png", "Transaction - Txn Details Dialog - Manual - w Stored Details - Complete.png", "1156", "902", "#5ca4a4", "" ], "caption": "Transaction Details Dialog - Transaction Complete and Approved" } ] } [/block] The Transaction will now be processed and will complete with an Approved or Declined status.