Customer Credit Card and ACH Payment Maintenance Home | FAQs & Troubleshooting

 

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 Country Address ZIP/Postal Code City State/Province E-mail Address Comment Corporate ID/PO IT Enabled Card