Viewing a customer or company's credit cards and electronic checks

For each customer you can view a list of the credit cards or electronic checks that the customer or company has used to pay for a transaction in the past. You can also manually link credit cards or electronic checks to the customer's account if you want a credit card to be available for this customer to use in the future.

The customer or company will be able to use the credit cards on the list in future transactions, though you can also specify that certain cards on the list should not be available for future use.

1. Choose one of the following:

• Go to Front Desk > Population > Customers or Companies.

• Go to Administration > Population Settings > Customers or Companies.

2. Search for and select the customer or company that you want to view.

3. Click Saved Credit Cards / Electronic Checks.

4. Choose one of the following:

• To add or view a credit card, click Credit Card List.

  1. Choose one of the following:

  • To modify a credit card that is already linked to this customer or company, click the Card Name of the card that you want to modify.

  • To link a new credit card to this customer or company, click Add New.

  2. Enter the Name on card, Card Number, and Card Expiration.

  3. To remove a credit card from the dropdown list of cards that is available to select when the customer or company pays for a transaction, select Excluded from Displaying in Credit Cards List?

   

• To add or view an electronic check, click Electronic Check List.

  1. Choose one of the following:

  • To modify an electronic check that is already linked to this customer or company, click the Electronic Check Name of the electronic check that you want to modify.

  • To link a new electronic check to this customer or company, click Add New.

  2. Enter an Electronic Check Name for this electronic check.

  3. Enter the Account Number, Routing Number, and select the Account Type.

  4. To remove an electronic check from the dropdown list of electronic checks that is available to select when the customer or company pays for a transaction, select Excluded from Displaying in Credit Cards List?

   

5. Click Save.

Related topics

Adding or modifying a customer

Adding or modifying a company

Return to Population

Return to Population Settings