Create Payment Methods

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• Expiration Date - Select the date the gift card is no longer valid using the month and year drop down menus.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.