Checkout - Payment - Credit Card

The Credit Card payment option allows users to pay with a credit card. This option is only available if enabled by the administrator in User Payment Preferences.

If Credit Card is selected as the method of payment, the total is displayed in the Purchase Summary section and you must enter the appropriate information in the Credit Card Information section. If you have established a credit card billing profile, you have the option to use the stored credit card information to complete the purchase or you may enter a new credit card. Only one credit card can be stored to a billing profile.

Which credit card types are accepted is determined by the system administrator in User Payment Preferences. The following credit card types may be accepted:

  • VISA
  • MasterCard
  • American Express

Options

The following options are available from the Options drop-down list in the upper-right corner of the page:

  • Print - Select this option to print the current page without the page header and footer.
  • View Inventory - Select this option to open the Manage Inventory page. This option is only available to users with permission to manage inventory.

Purchase Summary

The Purchase Summary panel appears on the Payment step of the checkout process, and it displays a summary of the shopping cart items, including a subtotal. For organizations with Coupon Code functionality enabled, the Purchase Summary panel enables users to enter coupons. See Checkout - Payment - Purchase Summary.

Enter Payment Information

To pay for training using a credit card on the Checkout - Payment page, select Credit Card from the Payment Method drop-down list. The following fields appear below the Payment Method drop-down list:

Credit card information

  • Use this card or Enter new card - If you have established a credit card billing profile, you have the option to use the stored credit card information to complete the purchase or you may enter a new credit card. Only one credit card can be stored to a billing profile.
  • Card Number - Enter the credit card number (no spaces or dashes).
  • Expiry Date - Enter the expiration month and year. The two-digit expiration month (MM) should be entered in the first field, and the four-digit expiration year (YYYY) should be entered in the second field.
  • CVV Code - Enter the card verification value or card security code. This is a three or four digit value printed on the card or signature strip. Note: The visibility of the CVV field is determined by the administrator. If the CVV field does not display, then a CVV code does not need to be entered.
  • Save my credit card information to my profile - If billing profiles are not enabled, this option does not appear. Select this option to store the provided credit card information as your billing profile.
    • If you store the credit card information as your billing profile, in future purchases, when you reach the Payment step of the checkout process you have the option to use the stored information for payment, rather than reenter the information each time.
    • To view or edit the billing profile, in the upper-right corner of any screen, select My Account, and then select the Billing Profile link on the left.

Comments

The Comments fields are only available if enabled for a payment type by the administrator in User Payment Preferences.

If the Comments field is enabled for a payment type, then users are able to enter comments for the transaction, up to 500 characters.

Billing information

  • Email - Enter the email address associated with the credit card.
  • First Name - Enter the first name on the credit card. The character limit is 100.
  • Last Name - Enter the last name on the credit card. The character limit is 100.
  • Address Line 1 - Enter the street address associated with the card. The character limit is 100.
  • Address Line 2 - Enter additional address information. The character limit is 100.
  • City - Enter the city for the street address associated with the card. The character limit is 100.
  • Country - Use the drop-down to select the country associated with the credit card.
  • State/Province - Use the drop-down to select the state or province for the street address associated with the card.
  • Zip Code - Enter the postal or zip code for the street address associated with the card. The character limit is 10.
  • Use the billing address as my shipping address? - Select Yes to copy the billing information into the Secondary Address fields. Select No to enter a secondary address that differs from the billing address.

Note: For portals with a CCH integration, if User Payment preferences are not configured to use the secondary payment address for tax calculation, then CCH uses the user's primary address to determine the tax rate and amount for the purchase.

Secondary Address

The Secondary Address fields are only available if enabled for a payment type by the administrator in User Payment Preferences.

If the Secondary Address fields are enabled for a payment type, then users are able to enter a secondary address for the transaction. The Secondary Address may also include a Company Name and Phone Number field, depending on the Billing Information Preferences that are set for the user's OU. These fields may be required, depending on the Billing Information Preferences and User Payment Preferences that are set for the user's OU. Note: The Secondary Address label can be customized in Billing Information Preferences.

The following character limits are applied to the Secondary Address fields:

  • Company Name - 100
  • Phone - 30
  • First Name - 30
  • Address - line 1 - 60
  • Last Name - 30
  • Address - line 2 - 60
  • Email - 50
  • City - 50
  • Zip Code - 10

Note: For portals with a CCH integration, if User Payment preferences are configured to use the secondary payment address for tax calculation, then CCH uses the user's secondary address to determine the tax rate and amount for the purchase.

Next

After entering the necessary information, click Next to proceed to the Review step. See Checkout - Step 2 - Review.