Create Payment Methods - Revision history

Claudefeistel2 at 16:20, 5 September 2010

2010-09-05T16:20:39Z

2010-09-05T15:51:33Z

2007-11-02T15:10:57Z

2007-11-02T15:08:52Z

‎Create New EFT Account

2007-11-01T09:28:46Z

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 To configure any of the three types of payment methods to be used by the internal organization of the company to make it's own payments, to vendors for example, refer to the following step by step sections.
 ==Create New Credit Card==
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 ==Reference to Making Payments==
 For a discussion of how to make a payment once the methods are configured, refer to the following documentation page, [[Make a Payment Screen]].

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 __TOC__
 ==Create New Credit Card==
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 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.

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 __TOC__
 ==Create New EFT Account==
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 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.

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 ==Create New EFT Account==
-To create a new EFT (Electronic Funds Transfer) account, enter the following data:
+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.
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 *'''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==

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 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==
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 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==

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 ==Create New EFT Account==
 ==Create New Gift Card==
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 ==Create New Credit Card==
-To create a new credit card account enter the following data:
+To create a new credit card account, enter the following data:
-*'''Name on the card''' - The first name and last name are required.
+*'''Name on the Card''' - The first name and last name are required.
-*'''Type of Credit Card''' - Select the appropriate credit card type from the drop down menu.
+*'''Card Type''' - Select the appropriate credit card type from the drop down menu.
 *'''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 contract screen without saving the credit card information. Note that the credit card is stored in an encrypted format in the system.