Add or Modify a Customer's Credit Card

Add a customer record

Add and store a recurring transaction

Delete a customer record

Process a credit card transaction

Add or modify your merchant account

Before you can perform this task

Make sure you have a plan that allows for processing credit cards.
Obtain a merchant ID and merchant key when you open a merchant account with Sage Payment Solutions.
Add the credit cards that your company accepts.
Add the merchant account information to Sage 50 Accounting

To add a credit card in a customer record

Open the customer's record.
How?
1. In the Home window, click Customers & Sales on the navigation pane.
2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
3. Select a customer from the list and click OK.
On the Credit Card tab, click the Add New button and type the name of the new credit card.
Then click OK.
Fill in the details of the new credit card.
Click Save and Close.

Note: After adding a customer's credit card, you can select Credit Card as the customer's default payment method. To do so, open the customer record and click the Options tab. Select Credit Card from the Default Payment Method menu.

To modify a credit card in a customer record

Open the customer's record.
How?
1. In the Home window, click Customers & Sales on the navigation pane.
2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
3. Select a customer from the list and click OK.
On the Credit Card tab:

To rename an existing credit card

Select a credit card from the Credit Card Name list, click Rename and enter a new name.

To modify a credit card

Select a credit card from the Credit Card Name list, and modify the details.

To delete a credit card

Select a credit card from the Credit Card Name list, and click Remove.

Click Save and Close.