General management of cards

Introduction

In the following, we will review all the necessary actions for the efficient management of cards within the Hostico platform.
Adding a card to the platform, as well as activating recurring payments, considerably facilitates the entire billing management process, with all tax invoices being automatically sent to email without the need to download them from the Hostico client account.
The covered procedures are as follows:

I. Adding a card for transactions
II. Managing cards from the account
III. Removing a card
IV. Making a payment with the registered card

I. Adding a card for transaction purposes

• Any action related to the customer account begins with logging into the platform. You can do this from the upper right corner of the homepage or by directly accessing the account link.
• After logging into the account, we access the Cards section from the general menu displayed on the left side.

The graphical interface will display multiple information, however for this segment we are interested in the Add Card button.

• Immediately after pressing the button, you will see a window on the screen asking you to add a name corresponding to the card.
• This step is optional, however, if you intend to add multiple cards to a single client account, we recommend naming each card appropriately.

• After associating a card name, the system will automatically redirect the page to the payment processor, where you will need to fill in the details of the card you wish to save. You confirm the procedure by clicking the PAY button.
  This will notify the bank to validate the card details, and you will receive a confirmation in the banking application to confirm the procedure.
  The procedure for adding a card does not involve additional costs, which will also be visible at the moment you approve the procedure in the banking application.

II. Managing cards from the account

• After adding a card, we will analyze the card management interface in the account.
• We keep the window open (User -> User link), and we redirect our attention again to the section My Cards. You will notice that the previously added card is present in the table and has an active status. This means that the bank has successfully validated the addition request and the card can be used for making payments.
• If the status is not active, we can re-request the validation procedure by accessing the Edit Card button, and on the next page clicking on Activate.

As you can see, the page we are on displays multiple elements, as follows:

1. Button used for adding additional cards
2. Button used for changing the default payment card, an important aspect for those managing multiple cards and who want a specific card to always be set first for making the transaction
3. Editing the name associated with the card
4. Listing of added cards
5. Card status
6. The last three transactions charged within the recurring payment
7. Displays whether the card is used for the recurrence on a specific service
8. Lists the actions of Activate / Suspend / Remove cards

III. Removing a card

Removing a card is a simple process. Stay on the page shown above and click on the text Remove in the Actions (8) section.

Removing a card from the account will deactivate the automatic charges (recurring payments), if this option is active at the account level.
We recommend removing expired cards or those that are no longer used for service payments from the account.

IV. Making a payment with a registered card

Now that we have the saved cards, we will proceed to using them for making transactions at the proforma level. For this, we go back to the main account page and click on the Financial section.

We go directly to a proforma invoice that we wish to pay and click on the green button Pay.
The opened page will display a box in which the main card details will be displayed automatically. If you wish to pay the invoice with another card, you can select one from the displayed list.
Adding an additional card is done by selecting the option New Card.
At the moment you add a new card, you have the option to save it for future purchases by checking the Save Card box.

Note:

• The execution of transactions is limited to a maximum of 3 attempts per proforma. In case you fail to confirm the payment for various reasons, the message "Too many unsuccessful attempts" will be displayed, and to resolve this, you will need to contact the Hostico sales department to issue a new proforma in the account.
• At the time of adding a card to the account, the banking application will request the cardholder's consent; however, for future payments based on a saved card, this will no longer be possible.