Master Records > Customer > Set Up Customer Record

The Credit Card Information page is where you can save, add, delete, or edit customer credit card information. The Save Credit Card in Customer File checkbox must be marked in the AR Module Setup function to be able to access the fields 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.

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

3.In the Details tab, enter in the Pay Code field the pay code that you want to use for the credit card record.

4.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.

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

5.1. Highlight the credit card record on the grid.

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

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

5.4. Click the Delete 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 field values are being entered in the Details tab.

Credit Card Information

Credit Card Information

See Also