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 window for the first time, the following credit card types are generated:

To set up a credit card

  1. In the Search box, enter Customers, and then choose the related link.

  2. Select the customer you want, and on the Home tab, in the Manage group, choose Edit to open the customer card.

  3. On the customer card, on the Navigate tab, in the Credit Card group, choose Credit Cards.

  4. On the Home tab, choose New to add a new credit card for the customer.

    Enter the following information.

    Feld Beschreibung

    No.

    A unique number is generated if the number series for credit cards has been specified on the Payment Services Setup page. If not, then enter a unique value.

    Type

    Select the credit card type. You can select among the predefined common credit card types or create new credit card types.

    Card Holder Name

    Enter the name of the card holder.

    Number

    Enter the credit card number. The credit card number is validated according to its type.

    Expiry Date (MMYY)

    Enter the expiration date of the credit card in MMYY format.

    Contact No.

    Select who to contact for issues about payments with the credit card.

  5. Choose the OK button to close the page.

Tipp

Siehe auch