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- Go to Sales | Activities | Receive Payments
- Click the New button on the Search Receive Payments screen
- Fill out the following header fields:
- Customer
- Payment Method
- Location
- On the grid, select an invoice
- Click the Save button
- Click the Credit Card toolbar button
- Select Add a Credit Card. This will display the Add Credit Card screen
- Fill out the following required fields:
- Card Number
- Expiration Date (mmyy)
- Card Security Code
- Name on Card
- Address
- Postal Code
- Click the Save Card button. This action will display the following notification: "Approved: This credit card is successfully added."
- Close the Add Credit Card screen
- In Payment Method field, select the credit card just added. The format of the credit card in the dropdown is <Card Type> ending in <card's last 4-digits> (for example, VISA ending in 0006)
- In the grid, select again the an invoice.
- Click the Save button. The following approval notification should display: "Approval: The transaction was approved."
- Click OK button.
- Click the Post button.
How to remove a credit card via the Receive Payments screen
- Go to Sales > | Activities > | Receive Payments
- Open Filter for and select the receive payment created above
- Click Open Selected button
- Click the Credit Card drop-down button
- Select Delete a Credit Card. This will open the Payment Methods screen displaying the customer’s credit cards
- Select an unused credit card
- Click the Remove button
- Click Yes on the message ‘You are about to delete 1 row. Are you sure you want to continue?’
- The selected credit card should be removed and not displayed anymore
- The following will display if card is already in use: "Warning: Card is already in Use"
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