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

Payment ID

Account Type

Last Four Routing No.

Primary

Last Four Account No.

Bank Name

Card Type

Last Four Digits

Primary

Expiration Date

Account Name / Cardholder Name

Address

ZIP Code

City

State

Country

E-mail Address

Comment

Corporate ID/PO

IT Enabled Card