You can have one or more credit cards attached to a customer. In this procedure, you set up a new credit card from a customer card.
When you open the Credit Cards page for the first time, the following credit card types are generated:
- VISA
- MASTERCARD
- AMERICAN EXPRESS
- DISCOVER
To set up a credit card
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On a customer card, in the Action Pane, click Related Information, point to Customer, and then click Credit Cards.
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Click New to add a new credit card for the customer.
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In the No. field, a unique number will be generated if the number series for credit cards has been specified on the Payment Services Setup page. If not, enter a unique value here.
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In the Type field, select the credit card type. You can select among the predefined common credit card types or create new credit card types.
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In the Card Holder Name field, enter the name of the card holder.
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In the Number field, enter the credit card number. The credit card number is validated according to its type.
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In the Expiry Date (MMYY) field, enter the credit card's expiration date in MMYY format.
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In the Contact No. field, select who to contact for issues about payments with the credit card.
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Close the page.