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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

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Ui step

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


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 Use the available filters to find a given customer.


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 Click on Edit, in the Actions column.


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 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
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.

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Additional Options


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titleHow to Delete a Credit Card


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Ui step

 Go to Setup>>Customers.


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 Use the available filters to find a given customer.


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 Click on Edit, in the Actions column.


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 Click on Manage Credit Cards tab.


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Click on Request Card option.


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




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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. 

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Ui step

 Go to Setup>>Customers.


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 Use the available filters to find a given customer.


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 Click on Edit, in the Actions column.


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 Click on Manage Credit Cards tab.


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Click on the Request Cards button.


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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.




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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. 

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Ui step

 Go to Setup>>Customers.


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 Use the available filters to find a given customer.


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 Click on Edit, in the Actions column.


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 Click on Manage Credit Cards tab.


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


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The select card will be marked as primary.







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titleRelated Articles

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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. 


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(lightbulb) Security Level: Sales Managers, Sales Allocation, Admin, Credit Managers.


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