How to add a credit card via the

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1. Go to Sales > Maintenance > Customers to create a new customer
2. Click the New button
3. On Create New Entity screen, enter the following:
   • Name = ABC Trucking and Fleet
   • Contact = John Smith
   • Location = ABC Main Building East
   • Address = PO Box 40
   • City = Millwood
   • State = WV
   • Zip/Postal = 12345
4. Click Find Duplicates button
5. Click Add button in Duplicate Entities screen
6. Enter additional details:
   Entity tab:
   • Freight Term = Truck
   Customer > Detail tab:
   • Terms = Due on Receipt
7. Click the Save button
8. Go to Customer > Misc tab
9. On Credit Cards section, click the Add button
10. Enter the following required details (Please see Test Credit Cards/ Other Reference)
    • Card Number = 6011000990911111
    • Expiration Date (mmyy) = 1225
    • Card Security = 123
11. Note that the following fields were auto-populated based on existing customer 
    details:
    • Name of Card
    • Address
    • Postal Code
12. Click the Save Card button. This action will display the following notification:
13. Click the Close button. The following credit card details will display on the Credit Card section.

How to add multiple credit cards via the customer screen

1. Go to Sales > Maintenance > Customers
2. Open the customer record created above
3. Go to Customer > Misc > Credit Card section
4. Click the Add button. This will open the Add Credit Card screen
5. On Add Credit Card screen, enter the following required details (Please see Test Credit Cards/ Other Reference):
   • Card Number = 341111597242000
   • Expiration Date (mmyy) = 1225
   • Card Security = 123
6. Click the Save Card button. This action will display the following notification:
7. Click the Close button. The new credit card will be added in the Credit Cards section.
8. Repeat the above steps to add more credit cards.

How to remove a credit card record

1. Go to Sales > Maintenance > Customers
2. Open the customer record created above
3. Go to Customer > Misc > Credit Card section
4. Select a credit card record
5. Click the Remove button
6. The following notification will display
7. Click Yes. This will remove the selected credit card.

How to add a credit card via the Receive Payments screen

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.Image Added
6. Go to Sales > Activities > Invoices
7. Click the New button
8. Enter the following
   • Customer = ABC Trucking and Fleet
   • Location = 0001
   • Item No = 87G
   • Shipped = 111
   • Price = 2.50
9. Click the Save button
10. Click the Post button
11. Go to Sales > Activities > Receive Payments
12. Click the New button
13. Enter the following:
    • Customer = ABC Trucking and Fleet
    • Payment Method = Discover ending in 1111
    • Location = 0001
14. On the grid, select the invoice created
15. Click the Save button
16. Click the Credit Card toolbar button
17. Select Add a Credit Card. This will display the Add Credit Card screen.
18. Enter Fill out the following required field valuesfields:
    1. Card Number
    = 4895281000000006
    2. Expiration Date (mmyy)
    = 1225
    2. Card Security
    = 123
19. Customer = ABC Trucking and Fleet
Location = 0001
1. Code
2. Name on Card
3. Address
4. Postal Code
= 12345
20. Click the Save Card button. This action will display the following notification: "Approved: This credit card is successfully added."
21. Close the Add Credit Card screen.
22. In Payment Method field, select VISA ending in 0006the credit card just added.
23. 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).Image Added
24. On In the grid, select again the an invoice.
25. Click the Save button. The following approval notification should display: "Approval: The transaction was approved."
26. Click OK button.
27. Click the Post button.

How to remove a credit card via the Receive Payments screen

1. Go to Sales

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1. | Activities

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1. | Receive Payments.

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