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, comments, and whether or not the card should be the default for the customer. More...

To add credit card information for a customer:

1. Open Accounts Receivable > A/R Customers > Customers, and then select a customer record.
2. Click the Credit Card tab.
3. Click the New button.

   The A/R Credit Card Information screen appears.

4. Set up the credit card record. More...
1. In the Card ID field, enter a short name for the card (for example, VISA).
2. In the Description field, enter a short description (for example, Aeroplan Visa Card).
3. If you use multiple processing codes, enter a processing code in the Processing Code field. (If you use a single processing code, this field displays that processing code.)

   The bank and currency associated with the processing code appear in the Bank and Currency fields.

4. If you want this card to be selected by default when you process credit card transactions for this customer, select the Use This as Default Card option.If you use multicurrency accounting, the card will be used as the default only for transactions where the currency for the transaction matches the currency specified for the processing code this card uses.
5. Enter billing details for the cardholder.

   Tip: When entering billing details, you can select the Same as Customer Address option to fill in billing details with name and address information from the customer record.

6. If you want to add comments about the card, enter them in the Comments field.

   Do not record credit card details in the Comments field, including card number, expiration date, and CVV number. Storing details in this way can compromise credit card security and may constitute a violation of the Payment Card Industry Data Security Standard (PCI DSS).

   If a security breach occurs, merchants that do not comply with PCI DSS may be subject to fines, card replacement costs, forensic audits, and other penalties.

7. Enter credit card details. More...
1. Click the Add Card Details button.

   The Paya browser form appears.

2. Enter the card number and select the expiration date, and then click Submit.

   Paya creates a new entry in its online "vault" and saves the credit card details. The browser form closes, and credit card details appear on the A/R Credit Card Information screen, with the first 12 digits of the credit card number replaced with Xs.

8. Review the information you have entered to verify that it is correct, and then click Add.
9. Click Close to close the screen.

To edit saved credit card information for a customer:

1. Open Accounts Receivable > A/R Customers > Customers, and then select a customer record.

2. Click the Credit Card tab.

   Saved credit cards for the customer appear in the table on the Credit Card tab.

3. Select a credit card, and then click Open.
4. Edit credit card information. More...
   • To edit general settings and billing details, make your changes on the A/R Credit Card Information screen.
   • To edit the card number or expiration date, click the Edit Card Details button, edit the information in the fields on the Paya browser form, and then click Submit to save your changes.
5. Click Save to save your changes.
6. Click Close to close the screen.

To delete a saved credit card:

1. Open Accounts Receivable > A/R Customers > Customers, and then select a customer record.

2. Click the Credit Card tab.
3. Select the credit card record you want to delete, and then click Delete.