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.

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): 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, 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 the next.

 

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.)

Address (AVS)

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

The address 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 address of the cardholder is different from the default entry. (Any future changes you may make to the address in the Profile view will have no effect on this field.)

■	If you use the MYOB Merchant Account Service and you ever enter key-entered sales for this customer with the card not physically present, enter this customer-provided information. It is essential for the Address Verification Service (AVS).

AVS matches the address the customer supplies you with the cardholders address. If the addresses do not match, the transaction can still be processed, but it may alert you to a potential fraud.

■	If you always physically have this customer’s credit card and swipe it for electronic approval or you don’t use the MYOB Merchant Account Service, the entry this field is for your information only.

ZIP (AVS)

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

The ZIP 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 zip code of the cardholder is different from the default entry. (Any future changes you may make to the ZIP in the Profile view will have no effect on this field.)

■	If you use the MYOB Merchant Account Service and you ever enter key-entered sales for this customer with the card not physically present, enter this customer-provided information. It is essential for the Address Verification Service (AVS).

AVS matches the address the customer supplies you with the cardholders address. If the addresses do not match, the transaction can still be processed, but it may alert you to a potential fraud.

■	If you always physically have this customer’s credit card and swipe it for electronic approval or you don’t use the MYOB Merchant Account Service, the entry this field is for your information only.

Notes

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

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