How to add a Credit Card to a customer's account/Customer Payment Maintenance

Cards can be added to a customer's account outside of Order Entry.

If you need to store a credit card on a customer's account so it can be used on future orders, follow the steps below.

Note: Follow this process to add a card, outside of Order Entry.To add a card during Order Entry, refer to this process.  

  1. Search of the program Customer Payment Maintenance
  2. Enter a Customer Number, or use the Help Lookup to search for the customer
  3. Click Add. 
    Screenshot 2024-02-27 at 12.52.37 AM
  4. Enter the Credit Card details and Save. 
    Screenshot 2024-02-27 at 12.52.47 AM

This card is now available to use when keying in an order.