View source for Create Payment Methods

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==Create New EFT Account==

To create a new EFT (Electronic Funds Transfer) account or checking or savings accounts to be used for payment, enter the following data:

*'''Name on Account''' - This is a required field, with an optional field to enter the Company Name on the account.
*'''Bank Name''' - Enter the name of the customers bank from which the funds will be transfered.
*'''Routing Number''' - Enter the routing number for the customer's bank account.
*'''Account Type''' - Select either "Checking" or "Savings" from the drop down menu.
*'''Account Number''' - Enter the customer's bank account number.
*'''Description''' - This is an internal field for distinguishing between EFT accounts.
*'''Billing Address''' - Select the billing address from the addresses already on file for this customer.

Clicking the [Save] button will save the EFT account and return you to the account or contact screen.  Clicking the [Cancel] button will return you to the account or contact screen without saving the EFT account's information.

==Create New Gift Card==

To create a new gift card, enter the following data:

*'''Card Number''' - Enter the unique serial number for the gift card.
*'''Pin Number''' - Enter the security pin for the gift card.
*'''Expiration Date''' - Select the date the gift card is no longer valid using the month and year drop down menus.
*'''Description''' - This is an internal field for distinguishing between gift cards.

Clicking the [Save] button will save the gift card and return you to the account or contact screen.  Clicking the [Cancel] button will return you to the account or contact screen without saving the gift card's information.

==Create New Credit Card==

To create a new credit card account, enter the following data:

*'''Name on the Card''' - The first name and last name are required.
*'''Card Type''' - Select the appropriate credit card type from the drop down menu.
*'''Card Number''' - Enter the complete card number.  The system will use the Luhn algorithm to validate the credit card.
*'''Expiration Date''' - Select the expiration month and year from the drop down menus.
*'''Description''' - This is an internal field for distinguishing between cards.
*'''Billing Address''' - Select the billing address from the addresses already on file for this customer.

Clicking the [Save] button will save the credit card and return you to the account or contact screen.  Clicking the [Cancel] button will return you to the account or contact screen without saving the credit card information. Note that the credit card is stored in an encrypted format in the system.