Riva CRM Integration - Documentation and Knowledge Base

Setting the Payments Methods

Article ID: 574
Last updated: 06 Dec, 2018

The online payment method provides a secure method of accepting credit card payments that will be billed monthly or annually. The online payment portal accepts Visa and MasterCard. Alternatively, you can use the credit card authorization form. Access to online payment information is limited to the Riva Cloud administrator.

To begin the online payment process:

  • On the Riva Cloud home page of a trial subscription, select the orange Purchase button.

You will be guided through the subscription purchase steps. If you enter a credit card number during the purchase steps, payment will be processed within the next 12 hours. During this time, you can administer your users as required.

For more information, watch our training video How to purchase Riva Cloud.

When you are done, the BILLING DETAILS menu selections become available on the My Account page. Scroll down for a screen shot.

Riva Online Payment Method

Audience: Riva Cloud administrators.

To access the Payment Method page:

  1. Log in to https://www.rivacloud.com.

  2. On the menu bar, select My Account. Under BILLING DETAILS, select Payment Method.

    Riva Cloud. Navigation to the Payment Method.

    On the Payment Method page that appears, you can

Add a payment method

  1. Select Credit Card, Bank Transfer (USD), or Cheque.

    Riva Cloud. The Payment Method page.

  2. Provide the information requested.

    For example, for a credit card, select the type of card, and select Add New, and complete the form that appears. You can add two or more credit cards.

    Note: The online billing system validates the payment method before adding it to the list of valid payment methods.

  3. To add another payment method, repeat steps 1 and 2.

Set the default credit card

If there is only one credit card defined, the default payment is automatically set. As soon as a second credit card is added, you must define the default payment method to ensure that the correct credit card is billed.

To set the default credit card:

  1. On the Payment Method page, select Credit Card.

  2. On the list of credit cards, select a card, and select Set Default.

Update a credit card

You may need to update the expiration date on a credit card.

To update a credit card:

  1. On the Payment Method page, select Credit Card.

  2. On the list of credit cards, select a card, and select Edit.

  3. Edit any field, and select Submit.

The online billing system validates the credit card before updating it on the list of valid payment methods.

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Article ID: 574
Last updated: 06 Dec, 2018
Revision: 12
Views: 14062
Comments: 0
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