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Credit Card Capture | Process a CC transaction at a later date

There are times that you may want to capture a registrant’s credit card information, but not process a charge against it right away as a means to help reduce no-shows or as security against a hotel room booking.  Simply asking registrants to enter credit card information into a regular text box field on a form would be irresponsible and would  violate your merchant account agreement and PCI rules. The Payment Card Industry Data Security Standard (PCI DSS) is a proprietary information security standard for organizations that handle branded credit cards from the major card schemes including Visa, MasterCard, American Express, Discover, and JCB.

ePly has developed a way for it to be secure and compliant with PCI that only captures the credit card information through the merchant account. Credit card information is not held on ePy forms or ePly servers.

Please note: This feature only works with clients who use Stripe or Bambora / Beanstream merchant accounts.

To activate this feature, please follow the steps below:

  1. Create a new section by clicking "Add New Section"
  2. Click on the new section - For more information on customizing section properties such as the section heading, see Editing Sections
  3. Click on the blue button

  4. Set up the Credit Card Capture field

  5. Click Save
  6. Click on Payment Options
  7. Click the "Edit" link beside Credit Card to bring up the options
  8. Under "Only Allow Backend CC Transactions", ensure that the checkbox is checked.
  9. Click on the Payment Settings tab
  10. Under "Form can be submitted with $0.00 owing.", ensure that the checkbox is checked.

Test the Credit Card Capture

Please use the following information to enter test card information to see the feature in action.
  1. Enter your email
  2. Enter your name
  3. Select Visa
  4. Use test card number 4242424242424242
  5. Set the Expiration Date to a future month and year
  6. Enter 123 as a CCV number.
  7. Click Save