Using this screen, you can define a "credit card of record". This credit card information can be fetched when ordering a product.
If
your organization has different merchants for web and back-office credit
card transaction and allows customers to create a "credit card of
record" from the web, you must setup ONE receipt type and add BOTH
merchants to it with TWO different cash accounts. For more information
on receipt types, please see Defining
Receipt Types and Cash Accounts.
This screen displays individual credit card information as it pertains to an order. The credit card types include:
· Card Verification Value 2 also known as CVV2 (Visa)
· CVC2 (MasterCard)
· Validation Code (Discover)
· CID (American Express)
To add credit card information:
1. From
the Demographics task category, click Credit Card Info.
The Credit Card of Record screen displays on the Demographics tab, as shown
below.
2. If a credit card record does not exist, click Create CC of Record.
3. Select the Receipt Type from the drop-down.
4. Enter the Credit Card Number. You do not need to add separators.
5. Select the credit card’s Expiration date from the drop-down.
6. If necessary, enter the credit card’s Security Number on the credit card. This verification value is a number printed on the back of a Visa, MasterCard, and Discover card, and on the front of an American Express card. The card companies offer this number as an additional "anti-fraud" measure.
7. Enter the Name on the Credit Card.
8. The Issues Number and CC Start Date are automatically generated and read-only.
9. Enter the Credit Card Address.
10. Click Save.