Overview


The system allows users to manage credit cards for your customers when the Clearent Integration is enabled. Once you create a credit card, it will be available to be selected when applying Credit Card Payments from the Receive Payments and Order Entry screens.

How to Add a Credit Card

 Go to Setup>>Customers.

 Use the available filters to find a given customer.

 Click on Edit, in the Actions column.

 Click on Manage Credit Cards tab.

Click on Add New button. Enter the credit card information and click on Save Card.

Information

Credit Cards can also be saved while applying a Credit Card Payment from the Accounts Receivables screen.


How to Delete a Credit Card


 Go to Setup>>Customers.

 Use the available filters to find a given customer.

 Click on Edit, in the Actions column.

 Click on Manage Credit Cards tab.

Click on the X icon, next to the Credit Card you want to delete.

A confirmation message will appear. Click on Yes, Delete to finish.



Important

  • The credit card feature is only available within the United States and Ecuador.
  • The system will only allow users to process payments through credit cards when the company and the customer have USD as default currency. 
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