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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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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
sizesmall


Ui step

 Go to www.kometsales.com and click on the "Login" button on the upper right-hand corner.


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.


Info
titleInformation

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



Tip
titleTip

Click on the credit card description to edit it and save it by pressing the Enter key.

Image Modified



Additional Options


Ui expand
titleHow to Delete a Credit Card


Ui steps
sizesmall


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 Request Card option.


Ui step

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




Ui expand
titleHow to Request a Credit Card


Info
titleInformation

You can also request a credit card from the Order Entry screen, by clicking on the customer name>>Manage Credit Cards tab.

You can also allow your customers to enter their own credit card information through the request card option. 

Ui steps
sizesmall


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 Request Cards button.


Ui step

The Request Card window will open. Enter the email address where the form to enter the credit card information should be sent. Click on Send Form to finish. A confirmation window will appear and a link will be sent to the email address entered. This link will be valid for 8 hours.




Ui expand
titleHow to Mark a Credit Card as Primary

This section explains how to mark a credit card of your customers as "Primary". Cards marked as Primary will be used as the default credit card choice when making a payment. 

Ui steps
sizesmall


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 radio button for the card that will be marked as primary.


Ui step

The select card will be marked as primary.







Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
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cqllabel in ( "credit-card-payment" , "credit-cards" , "payments" , "payments-order-entry" , "receive-payment" , "receive-payments" , "request-card" )


Warning
titleImportant
  • The credit card feature is only available within the United States.
  • 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
sizemedium
(lightbulb) Security Level: Sales Managers, Sales Allocation, Admin, Credit Managers.