Credit Cards

  1. Double-click graphics\CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer used.

  2. When the Customer Window opens, select the customer for which to set up credit card information. For details on selecting a customer, see Selecting a Customer.

  3. After you select the customer, click graphics\CREDITCARD-SMALL16.gif.

  4. In the Credit Card Password box, enter the password from the Credit Card field in the (LA) screen. If no password is set in the (LA) screen, click OK to continue.

  5. The Credit Card dialog box opens. The customer name and account number displays in the title bar in this dialog box.

  6. Click graphics\ADD_A_RECORD16.gif to add a new credit card. A blank line appears. Click the boxes to enter information, or press Tab to move from one box to the next. For more information about the boxes, see the In the Customer Credit Card Dialog Box.

  7. You can add as many credit cards as needed. When you finish adding credit cards, click graphics\CLOSE16.gif.

Note:  If you have more than one department, you must set up credit cards for each department separately. The information does not default to each department.

  1. Click graphics\SAVE-SMALL16.gif in the Customer window to save changes.

Return to:

Setting Up Credit Cards

 

See also:

Changing a Credit Card

Deleting a Credit Card