This information is used for the transaction authorization process when attempting to perform a funds capture or refund. Please ensure this information accurately reflects the cardholder's billing information.

 

•To setup a new stored credit card:

 

1. Click the Add Card button.

 

2. The Edit Stored CC dialog will open.  

3. Enter:

▪Card Description - This can be any name that will easily distinguish this card.

 

▪All the other values on this form are required.

 

▪Default card for this customer option - Check if more than one credit card is assigned to a customer check.

 

This tells entrée which card to use when creating invoices for customers with payment terms set to CREDIT CARD.

4. Click OK when done.

 

Edit Card

•To edit an existing card when you have to change the expiration date:

 

1. Select the card to edit.

2. Click the Edit Card button.

3. The Edit Stored CC dialog will open.

4. Click OK when done to save the change.

 

For more information please see: Accepting Payments.