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Credit card interface update

Greg H. shared this question 7 years ago
Answered

I'd like to see buttons for visa Mastercard discover and Amex that they could click on and it fillin the payment section on the lead so we know how they paid instead of just credit.... Cause as a merchant we need to be able to determine our batch totals daily

Comments (10)

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It still would all process through the same process but it would show up correctly on the lead so it would only be something to generate the wording on the lead no different processing and have it set in payment options so each IO User could pick which will show up

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This is a great suggestion. To piggyback this, adding cash and check payment types would be great as well.

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Yes and it would be really awesome if in the payment section it would show the logo.. thats a reach but worth the ask

but at this point id be happy with the type of card showing up there.


inside the payment set up section on the backend the admin could pick which cards they accept and then those logos would show up just like it does now with the credit cash check buttons.

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I like the idea. We can tell the card type by the starting numbers. I think showing the logos on the back end would be better than the words. We would have to enable the keyword filter to access that property as well. I'll add it as a task. Thanks!

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Thanks for allowing us to input the suggestion.


Also if you use number to populate card type make sure there is some option when we do cash or check to also so a logo for those options too


If you look at my payment types we have gift certificates purchases orders tax exempt form etc we out all thise in there to keep it all on one place should we have to look back and also since it emails the client when we enter payments they know we have entered their info they sent us

. It cuts down on phone calls

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Good to know. Thanks.

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any chance this is moving up the list to launch ?

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I have bumped the priority up some on this, but don't currently have an ETA

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do you think this might be a part of the OPEN EDGE release when it comes out of beta?

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It will not. But it is still on our list.

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