You can use the Credit Card from the Create menu to store credit card information for a contact. If credit card information is stored for a contact you can then select that card information when processing a credit card payment for an account.
1. From the
Create menu
2. Then under
People navigation bar, click
Address.
The Select Contact pop-up displays…
3. Type at least 3 characters to begin searching for the name of
Contact.
4. Select the name of the
Contact you want to create/add an address.
5. Click
Continue button to open the
Add Credit Card page.
6. Select the check box:
Allow Recurring Charges?, if you would allow the credit card to be charged monthly for the ongoing/recurring classes registered.
7. In the
Type selection, choose a
Credit Card Type.
8. In the
Number text box, type the credit card number.
9. In the
Expiration Month selection, select the month in which the credit card expires.
10. In the
Expiration Year box, select the year the credit card expires.
11. In the
Name on Card text box, type the name that appears on the credit card.
12. In the
Billing Address box, select the billing address for the credit card.
IF, the correct address does not appear in the drop-down box, do the following:
a. Select
New Address,
the Add Address page displays…
b. Enter the new address information.
c. Click the
Save and Return button to return to the
Add Credit Card page.
OR, Click Edit if the selected billing address needs to be changed.
13. Type the e-mail address on the
Confirmation E-mail Address text box.
(Note: Optional; this will override the contact’s primary e-mail address)
14. Click the
Save and Return button to return to the
Create New Item page.