Defining Default Credit Card Information

Depending on account and credit setup, use Customer Maintenance to outline the default credit information for a customer. Unless a customer plans to pay for orders up front, or by COD, you need to set credit control parameters for them. Use the credit information when a customer places an order or when you want to inquire about a customer's credit standing with your company.

To define default credit card information:

1. From the Maintenance menu, select Customer and display the customer for which you need to setup credit information.

2. From the Pricing menu select Credit Controls and setup the payment terms and credit controls as required.

3. From the Edit menu, select Default Credit Card Information to display the Default Credit Card Information window.

4. At the prompt, select New.

You can also select a current credit card to edit information, as needed.

5. Depending on your customer's credit card needs, do one of the following for the card the customer wants to identify as their default payment method.

• Standard cards - For cards such as Visa® or MasterCard®, if not using Element Payment Services complete each required field for the card.

  Field	Description
  Card Number	The credit card number as printed on the card.
  Card Type	The type of card, such as Visa® or MasterCard®.
  Expire Date	Enter the credit card's expiration date in the MMYY format. For example, if the card expires September 2014, enter 0914.
  Cardholder	Enter the name of the card holder, exactly as printed on the credit card.
  Zip Code	Enter the ZIP Code that corresponds with the cardholders billing address.
  Street Address	Enter the billing address for the cardholder.
  Authorization Method	Enter one of the following authorization methods. This method appears 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 transferring the money to your account. After 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 the order amount before shipping to your account. The pick ticket is printed upon authorization. Reference only - Uses information in the Credit Card Authorization window 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 is printed. The pick ticket prints upon authorization. Note: The authorization method for new cards defaults to the setting stored in the Default Auth Method for New Cardscontrol maintenance record.
  Terms Override	Enter the terms code, if any, that applies to the cardholder.
  Default Reference Number	Enter any reference number as defined in the Credit Card: Default Reference Numbercontrol maintenance record.
  Charge Tax	Select this check box if this customer is charged tax when using this method of payment.

• Element Payment Services - Use the Element interface to setup credit cards.

• Pro Power card setup - From the File menu, select Pro Power. Complete each field with the Pro-Power information, as required. This must be completed for a Pro Power card to display in the sales order entry credit card selection list.

• To setup hosted payments with Vantiv and triPOS, use the File > Swipe option to set credit card information. Click here to see the prompts.

  

6. Enter additional customer data, such as maximum collection days, if needed.

7. Save your changes and exit the window.

See Also:

Defining Payment Terms and Credit Control Parameters

Entering Additional Customer Credit Data