Overview

Excerpt
The system allows users to manage credit cards for your customers. 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.

Ui step
Click on Edit, in the Actions column.

Ui step
Click on Manage Credit Cards tab.

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

Ui steps

size	small

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.

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

Ui step
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.

Ui button

display	block
icon	settings
tooltip	Restrictions
title	Security Level: All Sales Users, Sales Manager, Sales Allocations, Admin, A/R & Cashier.

Warning

title	Important

The credit card feature is only available within the United States

.