Important: If you are using Element Payment Services for your credit card processing, see Credit Card Processing with Element Payment Services Overview.
Use the Default Credit Card Information window to define default credit card information for a customer. Each time that customer pays with a credit card, the credit card information is readily available.
On the Default Credit Card Information window, you can specify in what phase of an order to authorize the customer's credit card payment. You can enter term codes that override special terms set up in Terms Maintenance for customers. Also indicate if the system should apply sales tax to orders when the customer pays for an order with this credit card.
You can define as many credit cards as needed for any customer. You can also set up credit cards for contacts. For example, a customer issues a credit card to one of their employees who is responsible for purchasing goods for their company. You enter default information for this contact. The system applies this credit card information to any purchases that this contact makes.
Important: The customer account must be the default branch account in order to save the credit card information.
Navigate to the Default Credit Card Information window from one of the following windows.
Navigate from the Maintenance menu, and then select Customer.
Access the customer to work with.
From the Pricing menu, select Credit Controls to display the Credit Control Parameters window.
From the Edit menu, select Default Credit Card Information. The system displays the Default Credit Card Information window.
Navigate from the Orders menu, and then select Sales Order Entry.
Access the sales order to work with.
Select the Totals tab.
From the Payment menu, select Customer Default Credit Card Information, The system displays the Default Credit Card Information window.
On the Default Credit Card Information window, define the default settings for the credit card.
On the Default Credit Card Information window, press Enter to select New, or select an existing card that contains customer credit information.
In the following fields, enter the credit card and credit card holder's information:
|
Field |
Description |
|
Card Number |
The 16-digit credit card number. Note: After entering numbers, the system masks the numbers from the user. However, if the customer uses a ProPower account, the account number is visible and editable due to the nature of the card service. |
|
Card Type |
The credit card's type, such as DS for Discover, or select from a list of credit card types. |
|
Expire Date |
The credit card's expiration date. |
|
Cardholder |
The name of the card holder, as it is printed on the credit card. |
|
Zip Code |
The zip code for the card holder. |
|
Street Address |
The billing address for the card holder. |
In the Authorization Method field, enter the authorization method, or press select from a list. This method displays in Sales Order Entry when the card is selected for payment.
Pre-Authorize Before Shipment - Sets money aside from the credit card, guaranteeing funds for the order total plus any freight charges, without actually transferring the money over to your account. Once the order is final, either the Credit Card Authorization Phantom or the automated shipping program collects the payment. Potential charges from your credit card processor may apply if you pre-authorize payment from a customer.
Authorize Before Shipment - Authorizes and transfers payment to your account for the order amount before shipping. The pick ticket prints upon authorization.
Reference Only - Uses information on the Credit Card Authorization screen for reference only at the order level.
Authorization After Review - Authorizes and transfers payment to your account for the order amount after the invoice is sent through batch printing and the shipping ticket prints. The pick ticket prints upon authorization.
Note: If you do not define the parameters for this field when entering information for a new credit card, the system defaults to the settings in the Default Auth Method For New Cards control maintenance record.
In the optional Terms Override field, enter the terms code you want to use for any orders where this credit card is used for payment or select from a list of term codes.
For example, if this customer normally has discounts applied to their orders when they pay in cash and you do not want the discount to apply when they pay with a credit card, enter the term code to override the discount.
In the Default Reference Number field, enter a default reference number for this customer. Reference numbers are defined in the Credit Card: Default Reference Number control maintenance record.
In the Charge Tax field, enter Y or N to indicate if you want tax applied to any orders paid for with this credit card.
For example, customers could be exempt from tax if they pay using a credit card specific to their company. If you do not want to charge tax to payments made with such credit cards anyway, enter N.
Do either of the following, as necessary:
To... | Use the following... |
display the Additional Information screen. Use this screen to include additional credit payment data about the customer. This information does not have a direct effect on any other part of the system, and displays for informational purposes only. | File > Additional Information |
delete this default credit card information. For example, if a customer changes credit card companies, you can delete the credit card information from the system. | File > Delete |
See Also:
Defining Payment Terms and Credit Card Parameters