In This Article:

    Authorize and Save Credit Card Information Through a Constituent Record

    In This Article:

      If you are a customer of a credit card processor with which Salsa CRM integrates, you can to store credit card information on the Donations node of the Constituent record.

      1. On the proper constituent record, click the Donations node > Credit Cards tab.
      2. Click the Authorize New Card button.
      3. The Process Credit Card pop-up opens. Enter the Credit Card Number, Expiration Date, Security Code, and an optional Card Note.
        Caution: Make sure you enter a correct expiration date. The default date is probably not correct. If the expiration date is incorrect, the card will not work.
      4. Click the Authorize Credit Card button.
      5. Once the card is authorized, the information will appear in the Credit Cards tab window. It will be available when entering donations, pledges, recurring donations, through events check-out, etc.
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