General card management

In the following, we will review all the necessary actions for the efficient management of cards within the Hostico platform.
The addition of a card to the platform and activation of recurring payments greatly facilitates the entire invoice management process, with all tax invoices being automatically sent via email without the need to download them from the Hostico client account.
The procedures covered are as follows:

I. Adding a card for transactions
II. Managing cards from the account
III. Deleting a card
IV. Making a payment with the registered card

I. Adding a card for transactions

Any action related to the customer account begins with authentication on the platform. You can do this from the top right corner of the main page or by directly accessing the account link.

After logging into the account, we access the User section from the general menu displayed on the left side.

The graphical interface will present multiple information, but for this segment, we are interested in the Add Card button.
Immediately after accessing the button, you will notice that a window appears on the screen requesting the addition of a name for the card.
This step is optional, but if you intend to add multiple cards to a single customer account, we recommend naming each card accordingly.

After associating a card name, the system will automatically redirect the page to the payment processor, where you will need to complete the card details you want to save. You confirm the procedure by clicking on the PLATĂ button.
This will inform the bank to validate the card details, and then you will receive a confirmation in the banking application to confirm the procedure.
The card adding procedure does not involve additional costs, but this is visible when you approve the procedure from the banking application.

II. Managing cards from the account

After adding a card, we will analyze the card management interface in the account.
We keep the window open (User -> User link), and we focus again on the My Cards section. You will notice that the previously added card is present in the table and has an active status. This means that the bank has successfully validated the adding request, and the card can be used for payments.
If the status is not active, we can request the validation procedure again by accessing the Edit Cards button, and on the next page, clicking on Activate.

After associating a card name, the system will automatically redirect the page to the payment processor, where you will need to complete the card details that you want to be saved. You confirm the procedure by clicking the PLATĂ button.
This will inform the bank to validate the card details, and then you will receive a confirmation in the bank application to confirm the procedure.
The card addition procedure does not involve additional costs, but this is visible when you approve the procedure in the bank application.

II. Card Management from the Account

After adding a card, we will continue to analyze the card management interface from the account. We keep the window open (User -> User Link) and we focus our attention again on the My Cards section. You will notice that the previously added card is present in the table and has an active status. This means that the bank has successfully validated the addition request and the card can be used for making payments.
In case the status is not active, we can request the validation procedure again by accessing the Edit Cards button, and on the next page, by clicking Activate.

As you can see, the page we are on displays multiple elements, as follows:

1. Button used to add additional cards
2. Button used to modify the default payment card, an important aspect for those who manage multiple cards and want a particular card to always be set as the first for transaction
3. Editing the name associated with the card
4. Listing of added cards
5. Card status
6. The last three transactions received in the context of recurring payments
7. Shows if the card is used for recurring payments on a particular service
8. Lists the Activate / Suspend / Delete card actions

III. Deleting a card

Deleting a card is a simple process. Stay on the page presented above and click on the text Delete in the Actions (8) section.

Removing a card from the account will deactivate the possibility of automatic collection (recurrence), if this option is active at the account level.
We recommend removing expired cards or those that are no longer used to pay for services in the account.

IV. Making a payment with the registered card

Now that we have saved the cards, we will use them to make transactions on the level of proforma invoices. To do this, we go back to the main page of the account and click on the Financial section.

We go next to a proforma invoice that we want to pay and click on the green Pay button.
The opened page will display a box where the data of the main card will be automatically displayed. If you want to pay the invoice with another card, you can select one from the displayed list.
Adding an additional card is done by selecting the New Card option.
When you add a new card, you have the option to save it for future purchases by checking the Save Card field.

Note:

• Transaction attempts are limited to a maximum of 3 attempts per proforma. In case you fail to confirm the payment for various reasons, the message "Too many unsuccessful attempts" will be displayed, and to solve this, you will need to contact Hostico's commercial department to issue a new proforma in your account.
• When adding a card to your account, the banking application will ask for your approval, but for future payments based on a saved card, this will no longer be possible.