Add or Modify 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.
Note: After adding a customer's credit card, you can select Credit Card as the customer's default payment method. To do so, open the customer record and click the Options tab. Select Credit Card from the Default Payment Method menu.
To modify 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.
- On the Credit Card tab:
- Click Save and Close.
To rename an existing credit card
Select a credit card from the Credit Card Name list, click Rename and enter a new name.
To modify a credit card
Select a credit card from the Credit Card Name list, and modify the details.
To delete a credit card
Select a credit card from the Credit Card Name list, and click Remove.