How to add a credit card via the customer screen

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

1. Go to Sales > Activities > Invoices
2. Click the New button
3. Enter the following
   • Customer = ABC Trucking and Fleet
   • Location = 0001
   • Item No = 87G
   • Shipped = 111
   • Price = 2.50
4. Click the Save button
5. Click the Post button
6. Go to Sales > Activities > Receive Payments
7. Click the New button
8. Enter the following:
   • Customer = ABC Trucking and Fleet
   • Payment Method = Discover ending in 1111
   • Location = 0001
9. On the grid, select the invoice created
10. Click the Save button
11. Click the Credit Card toolbar button
12. Select Add a Credit Card. This will display the Add Credit Card screen
13. 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
14. Click the Save Card button. This action will display the following notification:
15. Close the Add Credit Card screen
16. In Payment Method field, select VISA ending in 0006
17. In the grid, select again the invoice
18. Click the Save button. The following approval notification should display
19. Click OK button
20. 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?’