Edit credit card information

When to use this procedure

Follow the steps below to edit the credit card information stored for a customer or student.

Sarah Alvarez is a regular customer and has a credit card on file in AIMsi. Her credit card information was compromised and she has received a new card. The current credit card on file needs to be updated to reflect her new credit card.

Steps to complete

Prerequisites: OpenEdge or Vantiv must be selected in the Auto/Web Pay Gateway box on the Work Station window - CC tab.

  1. On the Edit Credit Card Info window, swipe a credit card using your stripe reader or enter a credit card number in the Swipe/Enter Card box.
  2. Enter the credit card's expiration date in the Expires box in MM/YY format (such as 01/15).
  3. If necessary, click in the enrollment authorization amount box, click Override on the message that displays, and enter a new authorization amount.
  4. If necessary, update the Bill Name and Street/Zip boxes.
  5. Click Enroll.

Helpful links

Manage student accounts

Manage customer accounts

There are no related reports.

There are no related system variables.

There is no higher level overview information.

Edit Credit Card Info window

Add/Change Customer window

Add/Change Students window