Maintaining Credit Cards

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(New page: ==Adding Credit Cards== #With the Customer Detail Information window open, click the Credit Cards tab. #Click Add. The Customer Credit Card window opens. #In the Name field, type the name...)
Current revision (15:55, 24 April 2008) (edit) (undo)
 
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==Adding Credit Cards==
==Adding Credit Cards==
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#With the Customer Detail Information window open, click the Credit Cards tab.
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#With the '''Customer Detail Information''' window open, click the '''Credit Cards''' tab.
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#Click Add. The Customer Credit Card window opens.
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#Click '''Add'''. The '''Customer Credit Card''' window opens.
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#In the Name field, type the name of the cardholder.
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#In the '''Name''' field, type the name of the cardholder.
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#In the Number field, type the credit card number displayed on the front of the card. The Type field fills in automatically.
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#In the '''Number''' field, type the credit card number displayed on the front of the card. The '''Type''' field fills in automatically.
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#In the Expiration date field, highlight the month and click the up and down arrows until the expiration month matches the expiration month on the front of the card. Do the same for the year.
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#In the '''Expiration date''' field, highlight the month and click the up and down arrows until the expiration month matches the expiration month on the front of the card. Do the same for the year.
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#Click Save.
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#Click '''Save'''.
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#Click Escape to close the window and return to the Credit Cards tab of the Customer Detail Information window.
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#Click '''Escape''' to close the window and return to the Credit Cards tab of the Customer Detail Information window.
==Removing Credit Cards==
==Removing Credit Cards==
#In the list, select the credit card you wish to remove.
#In the list, select the credit card you wish to remove.
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#Click Remove.
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#Click '''Remove'''.
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#Click Save.
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#Click '''Save'''.
==Editing Credit Cards==
==Editing Credit Cards==
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#Double-click on the credit card in the list to display a pop up window.
#Double-click on the credit card in the list to display a pop up window.
#Make changes to the credit card record in the pop up window.
#Make changes to the credit card record in the pop up window.
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#Click Save.
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#Click '''Save'''.
Back to [[Customer Maintenance]]
Back to [[Customer Maintenance]]

Current revision

Adding Credit Cards

  1. With the Customer Detail Information window open, click the Credit Cards tab.
  2. Click Add. The Customer Credit Card window opens.
  3. In the Name field, type the name of the cardholder.
  4. In the Number field, type the credit card number displayed on the front of the card. The Type field fills in automatically.
  5. In the Expiration date field, highlight the month and click the up and down arrows until the expiration month matches the expiration month on the front of the card. Do the same for the year.
  6. Click Save.
  7. Click Escape to close the window and return to the Credit Cards tab of the Customer Detail Information window.

Removing Credit Cards

  1. In the list, select the credit card you wish to remove.
  2. Click Remove.
  3. Click Save.

Editing Credit Cards

  1. Double-click on the credit card in the list to display a pop up window.
  2. Make changes to the credit card record in the pop up window.
  3. Click Save.

Back to Customer Maintenance

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