Hello,
We are implementing tokenization now that we are P2PE. I am wondering if anyone has a training document they have created to walk staff through processing payments and/or set up billing plans with tokenization enabled?
I know there is some technical documentation online, but I am more interested in a document that can provide more information to users on how to set up billing plans and/or process refunds for ticket orders and contributions.
Thank you!
Sarah
What changes do you anticipate?
We do have one issue, which is that to lower our PCI DSS exposure, we only allow card entry through P2PE. But that means turning off add/edit access to the Transactions>Credit Cards page in the customer records for non-admin users. As a result, non-admin users cannot add (or update) cards without a ticket or gift transaction.