Select a Credit Card

When you click Payment and then Credit card in Sales Order Maintenance or One-Step Invoice Entry, you can select a card to use or enter a new credit card.

The Credit Card Selection window displays with the customer number and name followed by a list of the customer's saved credit cards; if a credit card was already specified for the order/payment, it is highlighted:

Field Name

Displays

Card name

 The Card name entered when card information was saved

Card type

The type of credit card (e.g., American Express, Visa)

Last 4

The last four digits of the credit card number

Expires

The credit card's expiration date

  1. Choose the appropriate option:

To

Do This

Select a credit card

Highlight a card and click OK; if a credit card was previously selected for the order/payment, it is highlighted.

If the credit card to use is not listed, click Add card. If credit card processing is automated through the credit card interface, see Credit Card Portal.

If credit card payments are processed manually, see step 2.

Remove a credit card from the order/payment

Click Do not use a credit card and click OK.

Accept the displayed credit card information

Click OK.

Exit without changing credit card information

Click Cancel.
  1. Enter or change data in these fields:

    Note
    If credit card processing is automated through the credit card interface, see Credit Card Portal.

Field Name

Type / Max Length

Action / Description

Card name

Required
30 alphanumeric

Enter a name or description for the card.

This field cannot be changed after a credit card is added.

Card type

Required

Select a card type. The list of card types is maintained in Credit Card Types Maintenance.

Last 4 digits

Optional

Enter the last four digits of the credit card number.

Expiration month

Required

Select the expiration month.

Expiration year

Required

Select or enter the expiration year.

  1. Choose the appropriate options:

To

Do This

Change a field

Move the cursor to the field and make changes. Click Apply to accept the change or Cancel to reject the change.

Accept the information and return to the credit card selection window

Click OK.

Return to the credit information selection screen

Click Exit.