Customer Credit Card Maintenance

 

Window Details

 

How Do I...

Navigation

 

Add/Edit a Credit Card

Overview

 

Set Up Customer Corporate Credit Cards

Fields

 

Add an ACH Payment Account

 

Related Topics

 

 

Assign IT Users to a Credit Card

   

Vault-Only Account

 

 

 

Navigation

Select Accounts Receivable Main menu > Customer Maintenance. In Customer Maintenance, click the Additional tab, and then click Credit Cards.

Overview

Use Customer Credit Card Maintenance to add and maintain multiple credit cards for the customer. New credit card records entered in this window do not become the primary (default) credit card for the customer.

Fields

 

Payment Type

ZIP Code

Card ID

City

Card Type

State

Last Four Digits

Country

Primary

E-mail Address

Expiration Date

Comment

Cardholder Name

Corporate ID/PO

Address

IT Enabled Card

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