The Card Information window—
Payment Details view is where you can enter information about how a customer usually pays you. The method and related information you enter will appear on payment transactions for the customer. Note that you can change the payment information on individual transactions before you record the transaction.
The information you enter here appears in the Applied Payment Details window for a Sales or Receive Money transaction. If the fields in the Applied Payment Details window are blank or if the customer is using a different credit card, enter the new information. If you select 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.
The A/R Balance field displays the current outstanding balance of the sales for the selected customer. To view a list of the transactions that make up this balance, click the zoom arrow.
The name of the customer that was entered in the Profile view of the Card Information window appears by default in this field. You can change it if the name on the card is different from the default entry. (Any future changes you may make to the customer name in the Profile view will have no affect on this field.)
Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.
