Customer Credit Card and ACH Payment Maintenance (On the Fly)

Select Accounts Receivable Main menu > Customer Maintenance. In Customer Maintenance, click the Additional tab and enter a new payment ID in the Payment ID field.

Select Accounts Receivable Main menu > A/R Repetitive Invoice Entry. In A/R Repetitive Invoice Entry, click Customer, and then enter a new payment ID in the Payment ID field.
Select Accounts Receivable Main menu > A/R Invoice Data Entry. In A/R Invoice Data Entry, click Customer, and then enter a new payment ID in the Payment ID field.
Select Accounts Receivable Main menu > Cash Receipts Entry. In Cash Receipt Entry, click Customer, and then enter a new payment ID in the Payment ID field.
Select Sales Order Main menu > Sales Order Entry. In Sales Order Entry, click Customer, and then enter a new payment ID in the Payment ID field.
Select Sales Order Main menu > S/O Invoice Data Entry. In S/O Invoice Data Entry, click Customer, and then enter a new payment ID in the Payment ID field.
Select Return Merchandise Authorization Main menu > RMA Entry. In RMA Entry, click Customer, and then enter a new card ID in the Card ID field.
Select Return Merchandise Authorization Main menu > RMA Receipts Entry. In RMA Receipts Entry, click Customer, and then enter a new card ID in the Card ID field.

Use Customer Credit Card and Payment Type Maintenance (On the Fly) to add a credit card or ACH payment account for the customer. The credit card or ACH account added in this window becomes the primary (default) payment method for the customer.

Window Details
	Navigation
	Overview
	Fields

Payment Type	Account Holder / Cardholder Name
Payment ID	Address
Account Type	ZIP Code
Last Four Routing No.	City
Primary	State
Last Four Account No.	Country
Bank Name	E-mail Address
Card Type	Comment
Last Four Digits	Corporate ID/PO
Expiration Date	IT Enabled Card

Related Topics
	Vault-Only Account