Converge allows for the tokenization of cards through both their Commerce Web Services and Hosted Payment Pages APIs (i.e. for card-present and card-not-present transactions). For more information on how this works in CP Pay, see our Cards-on-File article.
This article is provided for informational and educational purposes only. If you are having trouble following the steps in this guide, please reach out to Converge’s support team.
Viewing your Stored Payment Methods
Cards-on-File saved through CP Pay can be seen under Customers in Converge.
You may see numbers in place of customer names in the Customers section of Converge. This occurs when the cardholder name cannot be read off the card. This is typical for contactless and manually entered transactions.
If all of your saved cards are showing as “Unknown” for the card type, it may be because Converge is not configured to send this information to CP Pay.
To fix this, double-check that you have the Card Short Description set to “forward on Approval” and “Forward on Decline.”
- Select Settings
- Select Payment Fields
- Click the Edit button next to Card Short Description
- Make sure that Forward on Approval and Forward on Decline are checked
- If you have made any changes, click Update
- Be sure to select Save at the bottom of the section