• To stay PCI compliant, we have partnered with PayPal to manage our credit card system. PayPal will now act as an intermediator between CBS and the customer’s banking institution. This is another security layer that has been added to protect our customer’s personal information.

• Confirm the Credit Card billing address on the End Order Screen in the Address Associated to Payment box. The billing address should be the same as what appears on the customer’s credit card statement.

• After confirming the Credit Card billing address, determine if customer’s card is on file by clicking on End Order Screen:
  • If card is on file, refer to Option 1
  • If card is not on file and customer gives consent to keep on file for future purchases, refer to Option 2
  • If card is not on file, the Credit Card billing address is the same as on the Address Associated to Payment box, and customer does not give consent to keep on file for future purchases, refer to Option 3A
  • If card is not on file, the Credit Card billing address is different than on the Address Associated to Payment box, and customer does not give consent to keep on file for future purchases, refer to Option 3B

Option 1 Select Existing Card

• Process the order the same as any sales order from a purchase order.
  • At the end of the order click the Credit Card box.

• This will pull up all existing credit card information we have on file for the account.
  • If a card is on file you will see:
    • The last four digits of the card
    • The cardholder name and expiration date.
    • Select the card you would like to use and click

• After choosing the credit card you wish to use you will be returned to the order entry screen:
  • Click on the button and if approved the amount will move up to the Payments box.
  • If declined, place the order on your personal hold code and instruct customer to check with their credit card issuer or provide new card.

• Then click  to place the order.

Option 2 Add Card to File

• If customer consents to adding their card on file for future purchases:
• At the end of the order click the Credit Card box
  • From Select Credit Card screen, click.

• Enter cardholder name
• Enter Street Address, City, and Zip that is associated with the Credit Card.
• This address may be the same or different than the billing address we have for the account in JDE. Either way it must be entered here.
• Click and you will be taken to the new PayPal Hosted page.

• On this screen, enter in the entire credit card number, expiration date, and card security code.
• Click

• You will get a Transaction processed successfully message.
• Then click on the “X” to close out the tab to return to JDE. DO NOT LEAVE THIS TAB OPEN!!!

• Next, you will click  and the last 4 digits and expiration date of the new card should appear.

• Click the green check mark.
• Back on the Select Credit Card screen, select the new card you added and click to return to the Order Entry screen.

• Click on to get an Approval message as shown below.
• Complete order by clicking .

Option 3A Not Adding Card on File (Same Billing Address)

• When processing a credit card order and the customer does not want to keep on file, click on the Select Credit Card screen.
• If the billing address for the card is correct in the Address Associated to Payment box, click which will take you to the PayPal screen.

• Enter in the customer’s credit card number, expiration date, and security code as shown in the example below and click on Validate My Card.

• You will then get a Transaction processed successfully message from PayPal.
• Then click on the “X” to CLOSE THE TAB and return to JDE. DO NOT LEAVE THIS TAB OPEN!!!

• Next, click on the  and you should get an approval message.

• You have now completed the credit card authorization for that order.
• Finish saving the order by clicking . The only information that is stored for settlement is a unique ID number PayPal uses to identify the customer’s card with their bank.

Option 3B Not Adding Card on File (Different Billing Address)

• When processing a credit card order that the customer does not want to keep on file, click on the Select Credit Card screen.
• If the Credit Card billing address is different than what is shown in the Address Associated to Payment box, click on , which will take you to the Override Bill to Address Order screen.

• Update the billing address to match what is on the customer’s Credit Card billing statement

• Click on to save changes and return to the Order Entry screen
• Then click on which will take you to the new PayPal screen.

• Enter in the customer’s credit card number, expiration date, and security code as shown in the example below and click on

• You will then get a Transaction processed successfully message from PayPal.
• Then click on the “X” to CLOSE THE TAB and return to JDE. DO NOT LEAVE THIS TAB OPEN!!!
• Next, click on the shown below and you should get an approval message.

• You have now completed the credit card authorization for that order.
• Finish saving the order by clicking . The only information that is stored for settlement is a unique ID number PayPal uses to identify the customer’s card with their bank.

Credit Card Verbiage

Suggested verbiage to use after confirming order total.

• Click on the credit card button

• Card on File- "What are the last 4 digits of the card you are wanting to use?"
• New card-“ok, and would you like for us to keep that number on file for future orders?”
• Yes- “ok and the name on the card?” Then, continue with new process to complete the transaction, update, save and select the new credit card number.
• No-“ok (that’s fine, no problem, sure, etc.), we will not keep any of your credit card information on file” then, close out of the Select Card screen and continue with option 3A or 3B.