Card Information window

Payment Details view - Customer

The Card Information window allows you to add, change, delete and view information about individual customer, vendors, employees and personal contacts -- known as cards. The window has multiple views.

This Payment Details view is available when the card type is Customer

In the customer view, enter details about the usual method that this customer uses when paying for items and services. The method and related information you enter will appear on payment transactions for the customer. You may change the payment information on individual transactions before you record the transaction.

Note:  Entering payment methods for use with an MYOB Merchant Account

If you process credit card payments, there are two additional fields that are important for the Address Verification Service (AVS), should improve your service rates and increase the accuracy of the transaction approval: Address and ZIP. If you always physically have this customer's credit card and swipe it for electronic approval, the entry in this field is for your information only. If you enter sales without the card (Card not Present), this information is essential.

Note: The Card Verification (CVV2) number is also used for AVS in each transaction, but for security reasons, is not entered in the customer's Card Information Payment Details or saved from one transaction to another.

The information you enter here appears in the Applied Payment Details (sales) window for a Sales or Receive Money transaction. If you never entered this information and the fields in the Applied Payment Details window are blank or if the customer is using different credit card information, enter the new information. If you mark the Update Customer Card with Payment Details field, the information you enter in the Applied Payment Details window appears in the Customer view of the Card Information window.