How to add a credit card via the customer screen
- Go to Sales > Maintenance > Customers to create a new customer
- Click the New button
- 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 - Click Find Duplicates button
- Click Add button in Duplicate Entities screen
- Enter additional details:
Entity tab:
• Freight Term = Truck
Customer > Detail tab:
• Terms = Due on Receipt - Click the Save button
- Go to Customer > Misc tab
- On Credit Cards section, click the Add button
- Enter the following required details (Please see Test Credit Cards/ Other Reference)
- Card Number = 6011000990911111
- Expiration Date (mmyy) = 1225
- Card Security = 123
- Note that the following fields were auto-populated based on existing customer
details:
• Name of Card
• Address
• Postal Code - Click the Save Card button. This action will display the following notification:
- 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
- Go to Sales > Maintenance > Customers
- Open the customer record created above
- Go to Customer > Misc > Credit Card section
- Click the Add button. This will open the Add Credit Card screen
- 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
- Click the Save Card button. This action will display the following notification:
- Click the Close button. The new credit card will be added in the Credit Cards section.
- Repeat the above steps to add more credit cards.
How to remove a credit card record
- Go to Sales > Maintenance > Customers
- Open the customer record created above
- Go to Customer > Misc > Credit Card section
- Select a credit card record
- Click the Remove button
- The following notification will display
- Click Yes. This will remove the selected credit card.
How to add a credit card via the Receive Payments screen
- Go to Sales > Activities > Invoices
- Click the New button
- Enter the following
• Customer = ABC Trucking and Fleet
• Location = 0001
• Item No = 87G
• Shipped = 111
• Price = 2.50 - Click the Save button
- Click the Post button
- Go to Sales > Activities > Receive Payments
- Click the New button
- Enter the following:
• Customer = ABC Trucking and Fleet
• Payment Method = Discover ending in 1111
• Location = 0001 - On the grid, select the invoice created
- Click the Save button
- Click the Credit Card toolbar button
- Select Add a Credit Card. This will display the Add Credit Card screen
- Enter the following required field values:
- Card Number = 4895281000000006
- Expiration Date (mmyy) = 1225
- Card Security = 123
- Customer = ABC Trucking and Fleet
- Location = 0001
- Postal Code = 12345
- Click the Save Card button. This action will display the following notification:
- Close the Add Credit Card screen
- In Payment Method field, select VISA ending in 0006
- In the grid, select again the invoice
- Click the Save button. The following approval notification should display
- 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 the receive payment created
- 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?’
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