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Edit Electronic Funds Transfer

Credit Card Setup

Within the EFT Setup form, Credit card information is entered on the right side of the form.  In the Cards on File field, click the drop-down arrow and select the option New CC (New Credit Card).

The customer address displayed in the upper left of the EFT Setup form will automatically fill into the credit card information fields.  If the billing address of the card holder is different from the automatically filled information, you may type in the correct information.

Name on Card – Type in the Card Holders name as it appears on their credit card.

Type – Make a selection from the drop-down list of credit card types.

Card Number – Enter the credit card number.

Expiration – Enter the two-digit month and two-digit year.

Bill Street Address & Bill Postal Code – This information will default from the primary Bill To record of the customer.  Make certain to confirm with your customer the correct billing address for the credit card and make any necessary changes to the defaulted information.

Payment Method – Make a selection from the drop-down list.  (This may seem redundant with the Type field, however the payment method field and the type field are used by different parts of the software when processing EFT transactions)

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