How to add a credit card via 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
2. Click the New button on the Search Receive Payments screen
3. Fill out the following header fields:
   1. Customer
   2. Payment Method
   3. Location
4. On the grid, select an invoice
5. Click the Save button
6. Click the Credit Card toolbar button
7. Select Add a Credit Card. This will display the Add Credit Card screen
8. 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
9. Click the Save Card button. This action will display the following notification: "Approved: This credit card is successfully added."
10. Close the Add Credit Card screen
11. 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)
12. In the grid, select again the invoice
13. Click the Save button. The following approval notification should display
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. Open the receive payment created
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
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