How to add a credit card via the Receive Payments screen

Credit card details are added via the Customer screen (you may check the page How to Add Credit Card to Customer). However, users can also add these details via the Add Credit Card feature in the Receive Payments screen.

Here are the steps to add credit card details via the Receive Payments screen:

  1. Go to Sales | Activities | Receive Payments. This will open the Search Receive Payments screen. 
  2. Click the New button.
  3. Enter the customer name in Customer field. This is required when adding credit card details.
  4. Click the Credit Card toolbar button. 
  5. The Credit Card menu will display a drop-down list with the following options: Process a Credit Card, Add a Credit Card and Delete a Credit Card.
  6. Select Add a Credit Card. This will display the Add Credit Card screen.
  7. Fill out the following required fields:
    1. Card Number
    2. Expiration Date (mmyy)
    3. Card Security Code
    4. Name on Card
    5. Address
    6. Postal Code
  8. Click the Save Card button. This action will display the following notification: "Approved: This credit card is successfully added."
  9. Close the Add Credit Card screen.
  10. In Payment Method field, select the credit card just added.
  11. The format of the credit card in the dropdown is <Card Type> ending in <card's last 4-digits> (for example, American Express ending in 2000).
  12. On the grid, select an invoice.
  13. Click the Save button. The following approval notification should display: "Approval: The transaction was approved."
  14. Click OK button.
  15. Click the Post button.

How to remove a credit card via the Receive Payments screen


  1. Go to Sales | Activities | Receive Payments.
  2. Filter for and select the receive payment created above.
  3. Click Open Selected button.
  4. Click the Credit Card drop-down button.
  5. Select Delete a Credit Card. This will open the Payment Methods screen displaying the customer’s credit cards.
  6. Select an unused credit card.
  7. Click the Remove button.
  8. Click Yes on the message ‘You are about to delete 1 row. Are you sure you want to continue?’
  9. The selected credit card should be removed and not displayed anymore
  10. The following will display if card is already in use: "Warning: Card is already in Use"





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