Dental Lab Customer & Production Management

Credit Cards

Credit Cards

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Credit Cards

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Navigation: Customer > Settings > Credit Cards/eChecks > Credit Cards      

V12 - Customer Settings - Credit Cards-eChecks - Credit Cards

Customer Settings - Credit Cards menu

 

hmtoggle_arrow1How to add a new Credit Card:

hmtoggle_arrow1How to update a Credit Card

hmtoggle_arrow1How to delete a Credit Card

 

Force Tokenization:

The Stripe and Fiserv processors require Force Tokenization, ensuring full PCI Compliance, providing security and efficiency in handling customer's credit card information. Lab users would not be allowed to enter a customer's credit card information. Users would then need to reach out to the customers to ask them to save a credit card. Users may also initiate a email request to the customer that would navigate them to a web page to enter their credit card's information on their own. Click here to find out more on how to set up these emails.

See also:

Customer Settings for more setup options