Create Payment Methods

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.
• Type of Credit Card - Select the appropriate credit card type from the drop down menu.
• Expiration Date - Select the expiration month and year from the drop down menus.
• Card Number - Enter the complete card number. The system will use the Luhn algorithm to validate the credit card.
• 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.