How to Add a Credit Card to Keap

Policy

 

1. All Virtual Clients are Required to Have a Valid Card on File

 

2. Credit Card Numbers Are Confidential and Are Not Saved to Browser Cookies

 

3. Credit Card Numbers Are NOT Recorded on Sticky Notes or InfusionSoft Notes

 

 

Task

 

When a virtual client places a phone or email order and we are processing the payment (versus emailing the invoice), the Shipping Clerk:

 

 

1. 1. Navigates to InfusionSoft

 

1. 2. Types in the client’s name in search box

 

1. 3. Selects Client

 

1. 4. Clicks on the Clients name

 

1. 5. Scrolls halfway down the page to ‘Orders’

1. 6. Clicks on the "Orders” tab

 

1. 7. Selects ‘Add Credit Card’ in the orders screen

 

 

1. 8. Request the client's  credit card information. See the screenshot below.

 

1. 9. Enter the credit card number

 

1. 10. Enters credit card type

 

1. 11. Selects Box ‘Use with Infusionsoft Payments’

 

1. 12. Enters Expiration Date

 

1. 13. Enters 3-digit code on the back of the credit card (CVC Code)

 

1. 14. Enters billing address (if incomplete)

 

1. 15. Confirms with client the billing address if different from billing address provided previously in Acuity/Infusionsoft.

1. 16. Clicks ‘Save’

 

1. 17. Confirms credit card has been validated. See the screenshot below.

 

• • • If credit card shows not valid:
      • Ask the client to repeat the card number again
      • Make sure the 3-digit code is entered
      • Make sure expiration is correct