Add customer credit card information

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 Information (CCINFO) window to add and view credit card details of a customer. You can open this page from the Accounts (CUST) page.

You must enable a customer to pay by credit card before adding the customer credit card information.

The credit card details entered other than the comments entered in theMemo field are not stored in Made2Manage for security reasons. They are stored in the payment gateway.

To add customer credit card information

1. Open the Accounts (CUST) page.

   a. Select Sales Management > Master Data > Accounts.

   Or

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

   The Accounts (CUST) page appears.

2. Select the customer:

   a. On the Toolbar, click Browse.

   The Browse For Accounts window appears.

   b. Select the row that contains the required customer, and click Select.

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

3. Click the Financial Information tab.

4. In the Terms section, perform the following:

   a. In the Payment Type list, select Cash.

   b. Select the Pay By Credit Card checkbox.

   c. On the Toolbar, click Save.

5. On the Toolbar, click More Actions.

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

   The Credit Card Information (CCINFO) window appears.

7. On the Toolbar, click New.

8. Specify the credit card details:

   a. In the Card number box, enter the credit card number.

   b. In the YY box, enter the year that the credit card expires.

   c. In the MM box, enter the month that the credit card expires.

9. In the CVV field, specify the card verification detail selected in the Default Verification 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.

    Click theCountry lookup reference, and select the required country in the Lookup For Country window.

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

    • Phone number: The phone number associated with the customer’s billing address.

    • Email: The customer’s email address.

    For theMoneris payment gateway, enter only the phone number and the email address. You cannot view the other fields.

11. In the Memo field of the Customer Information section, specify any comments if required.

12. Click Save.

    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.