Managing Credit Cards on File

MaxGiving allows you to securely add, tokenized vault, and manage guest's credit cards. Credit cards can be added from several areas throughout the software using a card reader, manual entry, or by sending the guest a secure card entry link. Credit cards can be added from All Supporters, Guests & Bidders, Pre-Event  Statements, and Event Statements.

⚠️ Important: Credit card information is never stored directly in MaxGiving. All payment information is securely tokenized and vaulted through the payment processor.

Ways to Add a Credit Card

You can add a credit card from any of the following locations:

All Supporters

1. Go to All Supporters.
2. Locate the guest.
3. Click the Edit (Pencil) icon.
4. Select the Payment Method tab.
5. Click Add Credit Card.

Guests & Bidders

There are three ways to add a card from this page.

Option 1 – Guest Record

1. Locate the guest.
2. Click the Edit (Pencil) icon.
3. Select the Payment Method tab.
4. Click Add Credit Card.

Option 2 – Credit Card Icon

1. Locate the guest.
2. Click the Credit Card icon.
3. The Add Credit Card popup will open.

Option 3 - Guest Check-In

1. Locate the guest.
2. Click the Check-In icon (circle with a checkmark) next to the guest.
   • The Guest Check-In popup will open.
3. In the Payment Information section at the bottom of the popup, choose one of the following options:
   • Swipe Card
   • Add Card Manually
   • Text Card Link

Event or Pre-Event Statements

1. Open Event or Pre-Event Statements.
2. Locate the guest.
3. Click the Credit Card icon.
4. The Add Credit Card popup will open.

💡 Good to Know: No matter which location you use, the same Add Credit Card popup will open.

Add a Credit Card

Once the Add Credit Card popup opens, choose one of the following methods:

Swipe Card

Use this option when using a compatible MaxGiving card reader.

1. Select Swipe Card.
2. Swipe the card through the reader.
3. Enter the card's security code when prompted.
4. Click Add Card.

Add Card Manually

Use this option if a card reader is unavailable.

1. Select Add Card Manually.
2. Enter the following information:
   • Name on Card
   • Card Number
   • Expiration Date
   • Security Code (three digit code on the back)
3. Click Add Card.

💡 Good to Know: For American Express cards, the four digit security code is located on the front of the card.

Send a Secure Card Link

Allow the guest to securely enter their own payment information.

1. Choose how to send the secure link:
   • Display a QR Code to guest to scan
   • Text Message
   • Email
   • Copy Link
2. The guest enters their payment information securely from their own device.

💡 Good to Know: Guests can use the link to manually enter their card, use phones auto fill,  use Apple Pay or Google Pay when supported on their device.

Verify a Credit Card is on File

After the card has been added:

1. Return to the guest's Payment Method section.
2. Verify the card appears on the guest record.
3. Confirm only the last four digits of the card are displayed.
4. If multiple cards are saved, verify the primary card is identified with the green checkmark.

💡 Good to Know: Once a card has been successfully tokenized vault, it is immediately available for future payment processing, checkout, and statement payments without the guest needing to re-enter their card information.

Frequently Asked Questions

Can I see the full credit card number after it has been saved?

No. For security reasons, only the last four digits of the card are displayed after it has been vaulted.

Can a guest have more than one card on file?

Yes. Multiple cards can be stored, and one card can be designated as the primary payment method.

Can I update or remove a saved card?

Yes. Saved payment methods can be managed from the guest's Payment Method section.

Is it safe to store credit cards in MaxGiving?

Yes. Credit cards are securely tokenized and vaulted through the payment processor. MaxGiving never stores the complete credit card number.

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