***Download document: Add Customer CC Profile***

You use the Customer Payment Methods (AR303010) form to add a payment method that is specific to the customer account.

Before You Proceed

Make sure that you have configured integration with Paya, as described in Means of Integration with Paya and established and tested the connection to the payment gateway.

1. Open the Customer Payment Methods (AR303010) form. 
2. In the Summary area, do the following: 
   1. In the Customer box, select the customer account for which you want to add a credit card. 
   2. In the Payment Method box, select a payment method that is configured for card payments. 
   3. In the Proc. Center ID box, select a processing center. 
   4. Optional: In the Cash Account box, select the cash account to be used by default with the credit card. If you skip this step, the system will use the default cash account of the selected payment method.
3. On the Payment Method Details tab, click Create New on the table toolbar.
4. In the Add Payment hosted form, type the required details of the customer’s credit card, and click Save. The data is sent to the Paya Payment Gateway for processing.

The Paya Payment Gateway returns the following values, and the system automatically fills in corresponding boxes on the form:

• Customer Profile ID: The identifier that is associated with the customer account
• Payment Profile ID: The identifier that is associated with the customer payment method 
• Card/Account Nbr.: The identifier of a credit card automatically generated by Acumatica ERP that includes the description of the payment method and a masked card number