Card Information window—Payment Details view—Customer

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.

Field Descriptions

Customer Name

The name of the customer appears in this field.

A/R Balance

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.

Payment Method

Choose the method of payment that will be used most often by this customer.

Card Number

This field appears if the method of payment you selected is a credit card or debit card. Enter the customer’s card number.

Expiration Date

This field appears if the method of payment you selected is a credit card or debit card. Enter the card’s expiration date in mm/yy format. It must be a future date.

Name on Card

This field appears if the method of payment you selected is a credit card or debit card.

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.)

Notes

If you want to, enter additional payment information for the customer.

Action menu

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.

New

Click to create a new card.

OK

Click to close this window.

Tips for this window

Related Topics

■	Creating a card

■	Receiving payments

■	Customer credits