Customer Credit Card and ACH Payment 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. On the Additional tab, click Credit Cards/ACH.

Overview

Use Customer Credit Card and ACH Payment Maintenance to maintain multiple credit cards and ACH payment accounts for the customer.

Note A newly added credit card or ACH account entered in this window does not automatically become the primary (default) payment method for the customer.

Fields

Payment Type	Account Name / 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
Primary	IT Enabled Card
Expiration Date