Accounts Receivable                     EFT Processing                               Customer Credit Card Setup

Customer Credit Card Setup

A User may enter and store any number of credit cards to a customer record.  Multiple credit cards entered may be flagged to use for automatic payment processing for cycle invoices.  Once the credit card number is entered and saved, the number is encrypted.  If a User returns to edit information on the credit card set up only the last four digits of the credit card will be visible. 

To set up credit card information for a customer, follow the steps listed below.

1.  Open the Customer Explorer record for which credit card information will be set up.

2.  From the Customer Tree, highlight Payment Options; right-click and select the Edit Electronic Funds Transfer option.

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