Summary
The article explains how to add a unique label, or nickname, to a customer’s payment profile in Cargas Energy so multiple saved credit cards can be easily distinguished. Users can enter the nickname in the payment profile’s Nickname field through the AutoPay/Credit Card edit screens, and it will appear in payment lists and dropdowns. It also notes that nicknames are only used as labels within Cargas Energy and are not sent to the vault or gateway, nor used to verify the credit card.Issue / Question:
- A customer has multiple Credit Cards stored on their account, and I need to label them for different uses.
- How can I determine which card I need to use when an account has more than one card saved?
- What is the Nickname field used for on a customer payment profile?
Environment:
- Cargas Energy 2023.07 or later
Resolution / Answer:
To add a Nickname to a payment profile on a customer account:
- From a customer account, navigate to the AutoPay box and Click EDIT
- Click on the Credit Card box:
- From there enter a new payment profile or Click Actions > EDIT
- Then enter the label in the Nickname field on the profile
- Click ADD
- This Nickname will now show on the payment profile list:
- The Nickname will also appear on the payment profile dropdown when creating a new payment:
Additional Info:
- Profile Nicknames are strictly for adding label to payment records in Cargas Energy. These are not passed to the vault or gateway. They are also not used for verification of the Credit Card.
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