Re: Saving credit card info for frequent orders

Method_Nelson — Tue, 22 Oct 2013 21:51:38 GMT

Hey fgdonovan,

MethodCRM is the perfect solution for the needs you have listed in the post above.

We do not recommend the storage of any credit card information within Method's database as it is not PCI Compliant. That being said, we are currently working on releasing credit card authorization tokens which will enable us to request tokens from merchants and process credit cards stored within merchant databases without handling any credit card information directly in Method. We hope to have this released over the next few months.

I would recommend you store your customer credit card information in QBO (Quickbooks Online) which can be referenced by MethodCRM (Using QuickBooks Merchant Services).

With QuickBooks Merchant Services you can easily manage recurring billing; however, you can not automate billing using Method.

For occasional customers, who do not require recurring charges, Method enables you to create a custom payment portal which will allow users to login, and pay their outstanding invoices on-demand.

I hope this helps,

Nelson

Saving credit card info for frequent orders

fgdonovan — Mon, 21 Oct 2013 21:16:12 GMT

I'm looking at using MethodCRM for a client who takes catering orders online. They currently store credit card info in a Magento system that has proven to not be flexible enough for their corporate business. They use QuickBooks Online as their accounting system, so we are looking at using Method for Estimates and Invoices, and a custom form that will go to restaurants with the food order. The big issue right now is where to store CC info for corporate clients who order frequently (sometimes daily) and want to pay by CC. I'm thinking we can put the orders through Method, with a payment method of CC and somehow have those batchedin QBO for payment by CC stored in the customer's QB record? Any other ideas? thanks

Method:Classic General Q&A

Re: Saving credit card info for frequent orders

Saving credit card info for frequent orders