Master Records > Customer > Set Up Customer Record

The Credit Card Information page is accessible only when the credit card processing feature is activated in AR Module Setup. You can add, delete, or edit customer credit card information in this page.

Perform the following in this page:

1.To save credit card information in the customer's record, mark the Customer requests to save any credit card information checkbox. Marking this checkbox will enable the Credit Card Information grid.

Note: The Customer requests to save any credit card information checkbox is enabled only if the Save Customer Credit Card Data checkbox is marked in the Credit Card Processing page of the AR Module Setup function.

2.To add new credit card numbers in the customer's record, click the Append row to end button to activate a new line in the grid.

For subsequent line item entries, you may click the Append row to end button to activate a line in the grid or click the Insert row before current button to insert a blank line above the currently selected line.

3.In the Details tab, enter the customer's credit card details in their respective fields:

•Credit Card #

•Expiration date (in MMYY format)

•Cardholder Name

Note: The Credit Card # field in the grid shows the masked credit card number after you enter the information in the corresponding field in the Details tab.

4.Enter in the Company field the company name of where to send the billing. If you have the company details on record, click the Lookup button to display the Key Search window where you can search for and select the company record. After selecting the company record, its billing address details will automatically populate the corresponding fields, as follows:

•Street

•City

•State

•Zip

•Country

5.Enter in the Phone and E-mail fields the customer's contact information by phone and by email.

6.To view, edit, or delete specific customer credit card information, follow these steps:

6.1. Highlight the credit card record on the grid.

6.2. Click the Show button to display the Details tab and view the credit card details.

6.3. Click the corresponding field to edit the value or information in that field, as necessary.

6.4. Click the Delete selected rows button in the grid toolbar to delete the highlighted credit card record from the grid.

Note: You cannot delete an existing credit card if you are storing it with your provider and the credit card is currently used on any open sales orders.

Note: The Credit Card #, Expiration Date, Cardholder Name and Company Name fields in the grid are automatically populated as their corresponding fields in the Details tab have values entered.

Credit Card Information Page

Credit Card Information Page

See Also