Use this procedure to add a new credit
card record for a customer or update an existing credit card record.
Note After
a credit card record is saved, you cannot change the credit card
number. If a customer's credit card number changes, the new number
must be added as part of a new credit card record. If there are
any data entry records referencing the old credit card record
that have not yet been processed, they must be changed to reference
the new credit card record.
Before
You Begin
If
you will be processing credit cards through Sage Exchange:
Select either Credit Cards or Both Credit Cards and ACH in the Enable Payments field in
Company
Maintenance.
Create a credit card payment type
with a valid virtual terminal ID and merchant key in Payment Type
Maintenance.
If
Sage Exchange will not be used for credit card processing,
create a credit card payment type in Payment Type Maintenance.
Use
the following procedures to add or edit a credit card:
In the Payment ID field, type
a payment ID to identify the credit card, and then click Add New
.
In the Sage Exchange Vault
window, enter the credit card number and expiration date, and
click Submit. The card type, last four digits of the card number,
and expiration date will appear in Customer Credit Card and ACH Payment Maintenance.
Enter the remaining credit
card information.
Click Accept.
The customer's credit card record is now saved.
To make this card the customer's primary card, select it in Customer
Maintenance.
To edit the credit card expiration
date, click Edit.
In the Sage Exchange Vault
window, enter the expiration date, and then click Submit. The
expiration date is updated in Customer Credit Card and ACH Payment Maintenance.
Edit any remaining credit
card information and click Accept.
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