Credit Card Settings
The Customer Card includes fields for configuring credit card settlement. These settings determine how a customer's sales orders are handled during the automated credit card settlement process.
Credit Card Provider
The Credit Card Provider field specifies which card provider the customer uses. The available options are:
| Option | Meaning |
|---|---|
| None | No credit card settlement. Orders for this customer are not included in card processing. |
| FirstCard | The customer settles through FirstCard. Orders will be included in FirstCard settlement files. |
| Diners | The customer settles through Diners Club. Orders will be included in Diners settlement files. |
To set the provider, open the Customer Card, locate the Credit Card Provider field in the General FastTab, and select the appropriate option.
Credit Card Number
The Credit Card No. field stores the customer's card number. This number is used by the integration platform to match transactions during settlement processing.
For security, only the last four digits of the card number are displayed on screen. When entering a new card number, type the full number -- it will be masked automatically after you move to the next field. The number must be at least five characters long.
To update a credit card number, simply overwrite the existing value with the new number.