Payment Method

On this tab you can define the customer preferred payment method and configure auto payments.


This tab is only available when there is a not external payment system configured in the system and assigned to the callshop reseller’s currency.



How to set a preferred payment method

To set a preferred payment method:

  1. Select the New Payment Method

  2. Select one of the payment method options:

  3. Specify all the required payment data

  4. Click Save.


The number of available payment options may change, depending on the payment system settings. Options appear on the list only when there is a payment system configured to use them. This system must also be configured to maintain payments in the customer’s currency.

How to remove a preferred payment method

To remove a preferred payment method, select Not Set from the Preferred Payment Method list, and then click Save.


NOTE: The payment data remains in the database until it is explicitly removed or replaced with new payment data. For example, if you have saved the customer’s payment data and then reconfigured PortaBilling® to use the other payment system – the one that doesn’t support the saved payment method, you will still be able to review stored payment information under this tab’s Saved Payment Method.


Retention Restrictions

IMPORTANT! A merchant may not use account and transaction information for any purpose other than assisting the completion of a payment card transaction, or as specifically required by law. Merchants may collect a payment card number and expiration date independently of a payment card transaction only with the express consent of the cardholder. A merchant may only retain this information for the sole purpose of facilitating future payment transactions. A merchant must not provide this information to any other person, except for the sole purpose of assisting the completion of a payment card transaction.