Add a Customer's Credit Card
Before you can perform this task
- Make sure you have a plan that allows for processing credit cards.
- Obtain a merchant ID and merchant key when you open a merchant account with Sage Payment Solutions.
- Add the credit cards that your company accepts.
- Add the merchant account information to Sage 50 Accounting
To add a credit card in a customer record:
- Open the customer's record. How?
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
- Select a customer from the list and click OK.
- On the Credit Card tab, click the Add New button and type the name of the new credit card.
- Then click OK.
- Fill in the details of the new credit card.
- Click Save and Close.
What do you want to do?
Set the default credit card in a customer record
Modify a credit card in a customer record
Add and store a recurring transaction