How can a Revenue Cloud Consultant create a new payment Method for a credit card thatwill be saved for future Payments?

To create a new payment method for a credit card that will be saved for future payments, the

Revenue Cloud Consultant should follow these steps:

Navigate to the account record that needs the new payment method.

Find the Payment Methods related list, and then click New Payment Method Credit Card. This button

opens a form that allows entering the credit card details, such as card number, expiration date,

cardholder name, and billing address.

Optionally, select a payment gateway record to associate the payment method with a specific

gateway. If no payment gateway is selected, the default gateway for the org is used.

Optionally, select the Autopay checkbox to make this payment method the default one for all

transactions on this account.

Click Save. This action creates a new payment method record and also sends a request to the

payment gateway to tokenize the credit card information. Tokenization is a process that replaces

sensitive data with a unique identifier that can be used for payment processing without exposing the

original data.

Once the payment gateway returns a token, the payment method record is updated with the token

value in the Payment Gateway Token field. This token is used to process payments with this payment

method in the future.

Reference:

Create a Credit Card Payment Method

Payment Methods

Payments and Credits