Overview

Excerpt
The system allows users to manage credit cards for your customers when the Clearent Integration is enabled. Once you create a credit card, it will be available to be selected when applying Credit Card Payments from the Receive Payments and Order Entry screens.

How to Add a Credit Card

Ui steps

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Ui step
Go to Setup>>Customers.

Ui step
Use the available filters to find a given customer.

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Click on Edit, in the Actions column.

Ui step
Click on Manage Credit Cards tab.

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Click on Add New button. Enter the credit card information and click on Save Card.

Info

title	Information

Credit Cards can also be saved while applying a Credit Card Payment from the Accounts Receivables screen.

Ui steps

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Ui step
Go to Setup>>Customers.

Ui step
Use the available filters to find a given customer.

Ui step
Click on Edit, in the Actions column.

Ui step
Click on Manage Credit Cards tab.

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Click on the X icon, next to the Credit Card you want to delete.

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A confirmation message will appear. Click on Yes, Delete to finish.

Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ("credit-card-payment","credit-cards","payments","payments-order-entry","receive-payment","receive-payments")

Warning

title	Important

The credit card feature is only available within the United States and Ecuador.
The system will only allow users to process payments through credit cards when the company and the customer have USD as default currency.

Ui text box

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Security Level: Sales,Sales Manager, Sales Allocation, Admin, A/R & Cashier.