Overview

With a Cayan account StudioCloud allows you to not only process credit cards but save them for future use.  This tutorial explains a few keys to managing your saved credit card information.

Saving a new Credit Card

There are two ways to save a new credit card in StudioCloud.  The most common way to save credit card information is to process a new payment for an invoice and then have the system save the credit card information.  However, if you do not need to process a payment then you can also save a new credit card from the client information screen.  Both methods are described below.

Saving a New Credit Card through a Payment

1. Click on the Point of Sale component
2. Find the invoice you want to add a payment for
3. Click the Add Payment button or edit the Invoice and add the payment through the edit invoice screen
4. Select Credit Card as the Payment Type
5. Click the New Credit Card button
6. Verify the basic payment information and click the Submit button
7. Enter the credit card number, expiration date, and CVV
8. Click the Submit button
9. When the Payment Successful window pops up click the Yes button to save the information for future use
10. Click the Save button on the Add New Payment window and the Edit Invoice Window if it is open
    

Saving a New Credit Card while Editing Client's Information

1. Click on the Clients component
2. Find and edit the client you want to save new credit card information for
3. Click the Credit Card menu 
4. Click the Save New Credit Card menu item
   
5. The next window informs you that this will make a $0.00 transaction which should not show up on your client's credit card statement but may result in a transaction processing fee from your processor.  Click the Yes button to continue
6. Verify the basic payment information and click the Submit button
7. Then you can either key in the credit card information or swipe the card using a USB swiper
   
1. Key in the information
1. Enter the credit card number, expiration date, and CVV
   
2. Click the Submit button
2. Swipe a card (Please note this requires a USB swiper)
   
1. Click the option Click here to swipe card directly underneath the Submit button
2. Swipe the card
   
   
8. When the Payment Successful window pops up click the Yes button to save the information for future use

How to Set the Default Credit Card for a Client

1. Click on the Clients component
2. Select the Clients tab
3. Find and edit the client you want to setup a default credit card for
4. Click the Credit Card menu
5. Click the Manage Saved Credit Cards menu item
   
1. If there are not saved credit cards for this client then add a new one using the instructions above
   
6. Enter your password
7. Find the credit card that you want to set as the default and click Set as Default

Processing a Payment Using an Existing Credit Card

1. Click on the Point of Sale component
2. Find the invoice you want to add a payment for
3. Click the Add Payment button or edit the Invoice and add the payment through the edit invoice screen
4. Select Credit Card as the Payment Type
5. Click the Use Saved Credit Card button
6. Enter your password and click Verify
7. Find the credit card that you want to use and click the Select button
8. Confirm that you want to process the payment using that credit card
9. Click the OK button
10. Click the Save button on the Add New Payment window and the Edit Invoice Window if it is open

Deleting a Client's Saved Credit Card Information

1. Click on the Clients component
2. Click on the Clients tab
3. Find and edit the client you want to delete the credit card for
   
4. Click the Credit Card menu
5. Click the Manage Saved Credit Cards menu item
6. Enter your StudioCloud password and click the Verify button
7. Find the credit card you want to delete and click the delete icon