Adding, Editing, or Deleting a Credit Card for a Customer
General information about a credit card is stored in the Accounts Receivable customer record. This information includes the card ID, description, processing code, billing information, currency, comments, and whether or not the card should be the default for the customer.
Credit card details (card number and expiration date) are not stored in the Accounts Receivable customer record. To add or edit these details, you click the Card Details button on the A/R Credit Card Information screen, and then enter the information on the Paya browser form. The information is stored in an online "vault" managed by Paya, and is not saved in your company database.
Note: You can use a saved credit card for a transaction only if the processing code for the card matches the processing code for the transaction.
To look up credit card information for a customer:
-
Accounts Receivable > A/R Customers > Customers.
- Click the Credit Card tab.
Saved credit cards for the customer appear in the table on the Credit Card tab.
After looking up credit card information