How to see credit card details

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7 comments

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    Rocky

    Hi there!

    It sounds like you may be using the Stripe Integration and the Credit Card Field

    There is no way to see this within PandaDoc but to access this information, open your Stripe account and click on “Customers” on the right. In the Description column, find the document name and click on it. Scroll down to the Cards tab and unfold it to view the payment info. From there, you can create a subscription or a one-time charge.

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    Mandy Scheller

    You can not access card number in Stripe due to PCI compliance. Use a text field on a card authorization form. 

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    Isbey Jones

    If you put in the card number in a text field, it wont verify the card number. Is that just impossible to do with pandadoc?

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    Christopher Ragland

    Hello Isbey,

    Thanks for reaching out!

    Can you explain what you mean by it won't verify the card number? What are you trying to accomplish with that text field and the card number? 

     

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    Junebug Weddings

    I think I know what Isbey means. When using the text field to collect a credit card number, there isn't an authentication process to verify that it is indeed a correct number. In my case, a lot of our customers type their credit card numbers incorrectly into the text field, and this causes a large lag in getting payments processed. 

    I see there are verifications you can use on text fields for address, phone number, etc. Any plan to add one for credit card numbers?

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    Christopher Ragland

    Hello Junebug Weddings, 

    Thank you for your comment here! I am investigating this and will get back to you as soon as possible with a response. 

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    Christopher Ragland

    Hello Junebug Weddings,

    Thank you for your patience. The reason that we don't have verification for credit card numbers is that PandaDoc is not PCI Compliant. According to our Terms of Use, we don't allow the inclusion of credit card information on documents. 

    I have submitted a feature request about this to our product team on your behalf. You may submit another vote for the request, add any additional comments, and subscribe to receive updates regarding the status of the request. 

    Thank you for choosing PandaDoc!

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