Guides

Connecting Chase (Invoices)

The Chase integration lets you securely store a customer's credit card and charge it directly against an order or invoice, using your Chase Merchant Services payment gateway account.

Before You Start

You need a Chase Merchant Services payment gateway account.
Have your API Login ID and Transaction Key ready — found under Account → Security Settings → API Credentials in your merchant portal.
Connecting requires Settings access (access level 27).

What This Integration Does

Like the other card-on-file integrations, this connects to a customer's order or invoice rather than a walk-in POS. Once set up, you can:

Email a customer a secure link to enter their card, which stores it as a token on file — the raw card number never touches BarSight's servers.
Charge that card directly from BarSight against an order's balance.
Update a stored card, or run a $0 check to confirm it's still valid.
Issue refunds against a completed charge.

Connecting Chase

Go to Settings → Integrations.
Find the Chase tile and click Activate.
Enter your API Login ID and Transaction Key.
Save. The button changes to Configuration once connected.

[SCREENSHOT: Chase connection form asking for API Login ID and Transaction Key]

Using Chase

Once connected, a Chase Vault box appears on each customer's profile with the card on file (masked), expiry, and billing details, along with options to update the card or request one by email.

[SCREENSHOT: Chase Vault box on a customer profile]

On an order's payment screen, you'll see Request Card Info, Update Card, and Charge Card on File buttons.

[SCREENSHOT: Charge Card on File button on the order payment screen]

Tips and Limitations

The customer needs an email address on file before you can send them a card request.
Refunds only work against the original charge made through this connection, and only if the customer's card is still on file.

Related Features

See the full list of available integrations on the API Integrations overview.