Adding a Credit Card Without Charging

aACE allows you to manually input a credit card for verification without charging the card. You can do this in various modules: 

  • From the Orders, Receipts, or Recurring Transactions modules: set the Payment Method to Credit Card; in the Payment Info section, click the Plus () icon to open the Charge Card screen and follow steps 6-8 below.
  • From the Companies module, follow the steps below.

Verify and Initialize a Credit Card

  1. Navigate to CRM & Sales > Companies
  2. At the list view, click the desired company record.
  3. At the detail view, click the Customer Details tab.
  4. Click the Payment tab.
  5. Click the Plus () icon.
  6. At the Generate Alias dialog box, enter the Card Number, Expiry Date, CVV number, account holder name, and billing address.
  7. Scroll down and click Make Payment.
    The payment processor starts a transaction for $0.00. Once the card is verified, the payment processor returns an alias for the credit card.
  8. Click OK.

After the alias is stored in aACE, you can easily use that card in subsequent transactions by selecting it from the credit card drop-down list.