Entering and Editing Credit Card Information for the Customer

To enter or edit credit card information for a customer:

1. Go to Lists > Relationships > Customers.

2. Click Edit next to the customer whose credit card information you want to enter.

3. Click the Financial subtab.

4. On the Credit Cards subtab, enter the following information for each credit card you want to add to the customer’s record.

   When you edit information for an existing credit card, you can change only the expiration date, name on the card, memo, and default status.

   • Credit Card Number – Required. The number needs to have 16 digits and no spaces or punctuation.

     You can't edit the value in this field after you save the record.

   • Expiration Date – Enter or select a two-digit month and two- or four-digit year.

   • Cardholder Name – Enter the name as it appears on the card

   • Credit Card Type – Required. Select one of the listed credit card types.

     You can't edit the value in this field after you save the record.

     Administrators configure credit card types at Setup > Accounting > Setup Tasks > Accounting Lists > New. Credit card types are a Payment Method accounting list.

   • Memo – Optional notes or description.

   • Default Credit Card – Check this box to automatically fill in the payment fields on transactions and in the web store for this customer.

   You only need the card number and type to save the record, but you’ll need the other fields to accept payments. For information, see Accepting Credit Card Payments.

5. Click Add to store the credit card information in the customer record.

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