Difference between revisions of "Create Payment Methods"
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==Create New EFT Account== | ==Create New EFT Account== | ||
| + | |||
| + | To create a new EFT (Electronic Funds Transfer) account, enter the following data: | ||
| + | |||
| + | *'''Name on Account''' - This is a required field, with an optional field to enter the | ||
| + | *''' | ||
==Create New Gift Card== | ==Create New Gift Card== | ||
| Line 7: | Line 12: | ||
==Create New Credit Card== | ==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 | + | *'''Name on the Card''' - The first name and last name are required. |
| − | *'''Type | + | *'''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. | *'''Expiration Date''' - Select the expiration month and year from the drop down menus. | ||
| − | |||
*'''Description''' - This is an internal field for distinguishing between cards. | *'''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. | *'''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. | 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. | ||
Revision as of 09:13, 1 November 2007
Create New EFT Account
To create a new EFT (Electronic Funds Transfer) account, enter the following data:
- Name on Account - This is a required field, with an optional field to enter the
Create New Gift Card
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 contract screen without saving the credit card information. Note that the credit card is stored in an encrypted format in the system.
