Navigation

Home

Payment Profile

A Payment Profile allows the customer to store their credit card information and or ACH information with Authorize.net. Once a payment profile has been added, the customer can use this payment method to pay their invoices. 

Alert: Skip this task if the customer is paying via paper check.

Creating a Payment Profile

A Payment Profile contains a single method of payment – either a credit card or bank account (ACH) number.   Payment Profiles are not needed for customers who pay via (paper) check.

• Customers can have multiple payment profiles as needed.  For example, if a customer wants to have two credit cards on file, they will need a separate Payment Profile for each one.

1.  Click the Accounting tab in the Main Menu.

2.  Click Payment Profile in the left side menu.

• The Payment Profiles screen will be displayed.

3.  Click Add New Payment Profile.

• The Add a New Payment Method window will be displayed.

4.  The credit card form opens by default. If needed, click Bank Account to open the bank account form.

5. Complete the form, and click Save.

NOTE: This window provides a direct connection to Authorize.Net.  All sensitive account information is securely stored on Authorize.Net’s CIM system.  None of the customer’s PCI DSS account information is stored in the portal. 

• The Payment Profiles screen will be refreshed and the new Payment Profile will be listed.     

Editing a Payment Profile

1.  From the Payment Profiles screen, click the Edit icon for the profile you want to modify.        

• The Authorize.Net Edit Payment Information window will be displayed.  For security reasons, only the last four digits of the account number are displayed.      

2.  Edit required fields as needed, and click Save.

• Default Payment Profile – If multiple Payment Profiles exist, then one must be selected as the default.

3.  If needed, click the Use for Monthly Billing button to change the Default Payment Profile.