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.

Account Name / Cardholder Name