Add/Edit a Credit Card

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Expand/Collapse item  Overview

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.

Expand/Collapse item  Before You Begin

 

  • If you will be processing credit cards through Paya 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 Paya 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:

To add a credit card

To edit a credit card

To add a credit card

  1. Select Accounts Receivable Main menu > Customer Maintenance.

  2. Select a customer and click the Additional tab. For more information, see Customer Maintenance - Fields.

  3. Click Credit Cards/ACH.

  4. In Customer Credit Card and ACH Payment Maintenance, in the Payment Type field, select a credit card payment type. For more information, see Customer Credit Card and ACH Payment Maintenance - Fields.

  5. In the Payment ID field, type a payment ID to identify the credit card, and then click Add New .

  6. In the Paya 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.

  7. Enter the remaining credit card information.

  1. 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 a credit card

  1. Select Accounts Receivable Main menu > Customer Maintenance.

  2. Select a customer and click the Additional tab. For more information, see Customer Maintenance - Fields.

  3. Click Credit Cards/ACH.

  4. In Customer Credit Card and ACH Payment Maintenance, in the Payment ID field, select the payment ID for the credit card to edit. For more information, see Customer Credit Card and ACH Payment Maintenance - Fields.

  5. To edit the credit card expiration date, click Edit.

  6. In the Paya Exchange Vault window, enter the expiration date, and then click Submit. The expiration date is updated in Customer Credit Card and ACH Payment Maintenance.

  7. Edit any remaining credit card information and click Accept.

The customer's credit card record is now saved.