Articles
Credit Card Setup from a Customer Record
Regardless of where you begin this process, (a customer record, the EFT Customer list, or the EFT Processing form) the same data entry form will be displayed to the user. For this example, we will begin from a customer record. 1. From a customer ...
Credit Card Setup from the EFT Customer List
On the main application menu, expand the Client Management module, then select the EFT Customer menu option. The EFT Customers listing will be displayed. Click on the New button at the lower right of the form to setup a new credit card or bank acc...
Credit Card Setup from the EFT Processing Form
On the main application menu, expand the Accounts Receivable module, then select the EFT Processing menu option. The Payment Processing form will be displayed. Click on the Payment Methods button at the upper right of the form to setup a new credi...