Organization Credit Cards

Organization Credit Cards

1.0 Introduction

In addition to System credit cards you can also add Organization credit cards. Organization credit cards can be used to pay the subscription for all Systems which are administered under that Organization.

Notes:
  1. Organization credit cards and System credit cards are stored separately in Borealis. You cannot convert a System credit card into an Organization credit card, and vice-versa.
  2. If an Organization payment card has already been added to a Organization it will become immediately available to make payments for any new System that is added to that Organization.
  3. If you go to Subscription → Payment Cards, any saved cards will be displayed. This screen also indicates if the saved card is an Organization card or a System card.

    Note: Organization cards can only be edited by the Organization Owner via the Payment Cards tab on the Organizations screen.

  4. If an Organization credit card is set for Auto Renewal it will also be configured to auto-renew any System that is added to that Organization.
  5. Only the Organization Owner can edit Organization cards. This is via Organizations → click [Organization name] → Payment Cards → Actions menu.
  6. Only the System Owner can edit System cards. This is via Subscription → Payment Cards → Actions menu.
  7. The user interface does not store full credit card information. Only a secure token is saved which is provided after a valid credit card transaction or when a new card is saved.
  8. When making a payment, if the system has Organization cards and System cards added both will be available as existing cards when you wish to pay for a subscription.
  9. Notes
    Important Note: If your system is in a state where an Organization card and a System card are both saved and set for auto-renewal it is the System card that will take precedence. If payment is not possible with the System card then the Organization card will be used.

2.0 Add an Organization Credit Card

If you are an Organization Owner you will be able to add an Organization credit card.
  1. Log into Borealis as the Organization owner.
  2. From the main menu on the left, click on Organization.
  3. The Organizations screen will appear.
  4. Click on the Organization name.
  5. The Organization details screen will appear.
  6. Click on the Payment Cards tab.



  7. Click the Add New Credit Card button on the right side of the screen.
  8. Add the credit card details.
  9. Select if you wish for the card to be used as the renewal payment.



    Note: When auto renewal is enabled, by default, it will be used to auto-renew any System which is added to the Organization (this applies to existing Systems and those added in the future).

  10. Check the box confirming you are not a robot.
  11. Click the Submit button.
  12. The credit card will be added and a summary of the card details will be displayed.



3.0 Auto Renewal

3.1 Disabling Auto-Renewal

As previously mentioned, if an Organization card exists it will become available to any new System added to the Organization. However, you may wish to use a different card for a particular system renewal. You will therefore need to disable Auto Renewal, if it is enabled.

Note: Only the Organization Owner has the ability to add, edit or remove Organization cards.

  1. From the main menu, click on Organizations.
  2. Click the Organization name.
  3. Go to the Payment Cards tab.
  4. Any saved Organization cards will be listed.
  5. Locate the card's Actions menu on the right.
  6. Select Disable for Renewal.




    Notes:
  1. Although auto renewal is now disabled for the card (on this System) it will not change the auto-renewal setting if the card is saved on other Systems.
  2. It is only the auto-renewal that is now disabled. The credit card will still be available to pay for items added during the course of the subscription.

3.2 Auto Renewal with Multiple Saved Cards

Notes
Important Note: It is not possible to have auto renewal enabled on multiple Organization or System cards. However, you could have a situation where you have one Organization card and one System card which are both set to auto-renew the system. In this instance it is the System card that will take precedence. If payment fails using the System card then the Organization card will used.


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