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 the Customers icon.
- Double-click the customer's name in the list to open their customer record.
What do you want to do?
Set the default credit card in a customer record
Modify a credit card in a customer record