Credit Cards

Setup Credit Cards

Purpose:

The Setup Credit Cards form allows you to Add, Edit or Delete the different credit cards that your company uses

Usage:

First, go to the main menu and click on Setup/Payment/Credit Cards.

1- Open the Setup Credit Cards Form

2- Press the Add Button and enter the Credit Card Description. The description should be less than 50 characters, make it something like MasterCard #1, Trade Shows Visa, Charge American Express, etc

3- Enter the name on the credit card; make sure you don't misspell that information

4- Enter the credit card number, this field only allows numbers and you should enter the number as it appears in the front of the card

5- Enter the Credit Card Expiration Date

6- Enter the account number to where payments made with this Credit Card are going to be posted

7- Press update before closing the form or searching for another credit card

8- To Edit a Credit Card, use the search button to the right of the Credit card Type

9- To delete a Payment Method, Search for one and press delete

Note: Make sure this area of the software is only available to users with the appropriate rights!!!