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Required Fields when Adding a Credit Card with Shift4

Ryan
  • Updated

Configure the necessary fields when adding a credit card to a Patient profile in Noterro to ensure successful validation with your Shift4 account.

Adding Required Fields to Your Credit Card

  1. Log in to your Shift4 account
  2. Access Configuration: Click Configuration.
  3. Navigate to Payment Profile Webform: Click Payment Profile Webform.
  4. Form Setup Adjustments: Under the Form Setup heading, uncheck all the boxes except "Include credit card owner (Name on card)." This ensures the only required fields are the credit card number, expiry date, and CVV when adding a credit card to a Patient Profile in your Noterro account. Note: Not selecting "Include credit card owner (Name on card)" may result in a 314 error from Shift4, requiring manual addition of the name within the Shift4 console.

  5. Save Changes: Click Update at the bottom of the page.

     

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Important Note: This configuration only applies to Canadian accounts. For US accounts, all address fields are displayed for address verification requirements.

Shift4 Login Page

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Comments

2 comments

Date Votes
  • Whitney Bysterveldt

    What is the max amount we can charge to their credit card via Bambora? Sometimes I do large corporate chair massage events that have fees up into the thousands. Will I have to do multiple transactions for that one invoice or will they even let me? 

    0
  • Ryan

    Whitney, this is something Bambora can help you with.  When you go through the application process, these are questions which are asked and your Bambora merchant account is set up to handle them accordingly.

    0

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