Add customer credit card information

Article • 4/27/2026 • 3 min read

Using Made2Manage you can accept credit card payments from customers. Made2Manage allows you to process immediate credit card payments and authorize credit card payments. You have to store the credit card details of the customer to process the credit card payments. Use the Credit Card Inform- ation (CCINFO) window to add and view credit card details of a customer. You can open this page from the Accounts (CUST) page.

Note: The credit card details entered other than the comments entered in the Memo field are not stored in Made2Manage for security reasons. They are stored in the payment gate- way.

To add customer credit card information

  1. Open the Accounts (CUST) page.

  2. Select Sales Management > Master Data > Accounts.

    Or

    Search for CUST or Accounts in the Navigation box and then select

    Accounts.

    Accounts (CUST) page appears.

  3. Select the customer:

  4. On the Toolbar, click Browse.
    The Browse For Accounts window appears.
    Select the row that contains the required customer, and click Select.

Or, double-click the row that contains the required customer.

  1. Click the Financial Information tab.

  2. In the Terms section, perform the following:

  3. In the Payment Type list, select Cash.

    1. Select the Pay By Credit Card check box.
    2. On the Toolbar, click Save.

  4. On the Toolbar, click More Actions.

  5. Select More Actions > Actions > Credit Card Information.

    The Credit Card Information (CCINFO) window appears.

  6. On the Toolbar, click New.

  7. Specify the credit card details:

  8. In the Card number field, type the credit card number.

    1. In the YY field, type the year that the credit card expires.
    2. In the MM field, type the month that the credit card expires.

  9. In the CVV field, specify the card verification detail selected in the Default Veri- fication Method area of the Payment Gateway Setup (CCSETUP) page, if required.

  10. In the Customer Information section, specify the following details:

    » First Name: The first name given on the customer’s credit card.

    » Last Name: The last name given on the customer’s credit card.

    » Street: The billing address of the credit card.

    » City: The city associated with the customer’s billing address.

    » State: The state associated with the customer’s billing address.

    » Country: The country associated with the customer’s billing address.

    » Zip: The zip code associated with the customer’s billing address.

    » Phone number: The phone number associated with the cus- tomer’s billing address.

    » Email: The customer’s email address.

  11. In the Memo field of the Customer Information section, specify any com- ments if required.

  12. On the Toolbar, click Save to save your details.

    Made2Manage assigns a unique card ID for the saved credit card details. The card details are stored in the payment gateway and are retrieved based on the unique card ID and the customer number when required.