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titleJump to Video Demonstration: How to Change a Credit Card in Soft Decline
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urlhttps://wiki.14west.us/display/ADVSUPPORT/Changing+a+Credit+Card+in+Soft+Decline#ChangingaCreditCardinSoftDecline-video

Use these instructions when a credit card is in soft decline and the customer would like to change which credit card is being used.  This can be done at the Invoices & Payments screen or at Customer Activity.


Warning

The Next Date to Request Auth/Bill must be in the future. If the date has occurred or is the current date, the credit card cannot be changed.




How to Change a Credit Card in Soft Decline

  1. From the Customer Service ribbon, navigate to Invoices and Payments
  2. Select the invoice to change the credit card and go to CC Transactions tab at the bottom half of the screen
  3. Check the Next Date to Request Auth Bill field and ensure the date is in the future. If not, do not proceed
  4. Select Change Credit Card Transaction
  5. The Credit Card Transaction Maintenance dialog box will appear:

  6. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

    Card TypeSelect the card type from the list.
    Card NumberEnter the card number.
    Expire MonthEnter the card's expiration month.
    Expire YearEnter the card's expiration year.
    Security CodeEnter the card's security (CVV) code.
    Save CardChoose whether to add the card to keep on file for future payments:

    Yes - Will keep the card on file for future purposes

    No - Will not keep a record of the card being used for the current purchase.


  7. Click Confirm

  8. Click OK


Info

Once the credit card is changed, if you would like to attempt to charge the card today, change the date for the date for the next request auth bill. For instructions, go here.