Taking payment with Card on File

Subscribers to IDEXX Payments integrated card processing can use Card on File, which allows you to save a customer card safely and securely for taking future payments on the client’s account without the client being present with the card. After reading the article, watch this video for a demonstration.

Don’t have integrated payments? Visit our IDEXX Payments page to learn more about the benefits integrated payments provides, including eliminating manual errors, faster transaction time, online payments, and more.

Ready to get started with Card on File? Fill out this request form and IDEXX will send the files to your server in 1-2 business days.

Add a card on file

When processing a payment, a new card can be saved. Multiple cards can be saved per customer profile. The customer’s email address is used to create the profile.

1. After entering the payment amount in the payment window, select the Payment Type Integrated Card Payment and press the Tab key.
2. The Integrated Card Payment window will display. Enter the following information:
   • Select a device from which to process the card transaction. Note: A device must be selected to add a new Card on File.
   • In the Card on File Profile field, enter the customer’s email address if one has not already been entered. Note: An email address is required for the profile.
   • Confirm consent with the customer, then check Obtain consent to save or use a card on file. You must obtain consent from the client and check this box every time a Card on File is used or a new one is saved.
   • From the Select a Card on File drop-down, choose Add a new card on file.
     
3. Click Process, and process the payment as normally.
4. Once the payment is approved, click Save or Post, depending on which method you used to access the Payment window .

The card will be saved on file to use the next time a payment is processed using the Integrated Card Payment type.

Use an existing card

1. After entering the payment amount in the payment window, select the Payment Type Integrated Card Payment and press the Tab key.
2. Confirm consent with the customer, then check Obtain consent to save or use a card on file. You must obtain consent from the client and check this box every time a Card on File is used, or a new one is saved.
3. Click the down arrow on the Select a Card on File drop-down. Verify with the client the card number to be used for this purchase, and select the card.
   
4. Click Process in the Integrated Card Payment window.
5. Once the payment is processed, “COF” will display in the Answer field with the last four digits of the card number. COF indicates that the payment was made with a Card on File.
   
6. Once the payment is approved, click Save or Post, depending on which method you used to access the Payment window .

The payment will be indicated with COF and the last four digits of the credit card on the client account.

Delete a card

A card can only be deleted if two or more are on the profile. If there is only one card on file, add the new one first or delete the profile if the client no longer wants to use Card on File for future payments.

1. After entering the payment amount in the payment window, select the Payment Type Integrated Card Payment and press the Tab key.
2. Click the Manage Card on File link.
   
3. Click Delete next to the card to remove.
   
4. Click Yes to confirm the deletion of the card. Click No or Cancel if you do not want to complete the card deletion.
   
5. Do one of the following:
   • Complete the processing of the card payment.
   • If there are no payments to process now, click Cancel on the Integrated Card Payment and Payment windows.

Delete a profile

1. After entering the payment amount in the payment window, select the Payment Type Integrated Card Payment and press the Tab key.
2. Click the Manage Card on File link.
   
3. Click the Delete Entire Profile link.
   
4. Click Yes to confirm the profile deletion. Click No or Cancel if you do not want to complete the deletion.
   
5. Do one of the following:
   • Complete the processing of the card payment.
   • If there are no payments to process now, click Cancel on the Integrated Card Payment and Payment windows.

Resources

• Cornerstone Integrated Payments FAQs
• IDEXX Payments Card on File