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Payment Profile Wizard

Your system allows users to create a payment profile which can be used for scheduled payments on a payment plan or to make other purchases without entering credit card information every time. Users can create their payment profile through their portal profile update page, or when they make a purchase the can select, save this card.

Staff can also create and update the payment profile in the system by using the Payment Profile wizard. It is important to note that the payment profile is a process that works with ecommerce so like a credit card payment it must go through to be valid. That's why we have the wizard to push those changes along. Manual updates to a payment profile will not work.

Create a New Payment Profile

On the portal click Update Your Member Profile and select Payment Information

On the portal click Update Your Member Profile and select Payment Information

In RAMCO, navigate to the contact record and open the Payment Profile Wizard under the More Commands button.

Enter valid Credit Card information and click Update Profile.

A Payment profile is saved to the Contact record.

The profile ID is what the system uses to tell ecommerce which card to charge. Ecommerce stores the profile id # along with the card information for future transactions. Note that your system does not store the credit card number or credit card security code. The information either contains *********** or is blank.

An ecommerce request summary is also generated.

So if you see ecommerce requests without payments, and with 0 as the EC number then this is ecommerce's receipt of the payment profile information.

Update an existing Payment Profile

Updating is mostly the same process as creating the payment profile. In RAMCO navigate to the Payment Profile Wizard, DO NOT update manually. On the portal select payment information. The portal update uses the wizard so end users cannot accidentally make a manual update.

Enter all valid credit card information as if you are creating a profile for the first time. Click Update Profile.

Enter all valid credit card information as if you are creating a profile for the first time. Click Update Profile.

Users and staff often ask why the credit card number and security code have to be re-entered again, since most updates are to the date only. The reason for this is that your system does not store credit card information. The ****** you see on the screen is exactly what the system has saved, there is nothing saved for the security code. So if you update only the expiration date the credit card will tell you the credit card is invalid because what it received was ************1234 as the number unless it is entered in full. This is for security purposes. Your system is not a financial institution so it cannot save this data.

A new payment profile is created with a new Payment Profile ID number.

The old payment profile is deactivated. There will also be a new ecommerce request summary with the new payment profile ID.

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