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 cu...
Credit Card Setup from the EFT Customer List
On the main application menu, expand the Client Management module, and select the EFT Customer menu option. The EFT Customers listing opens. Click the New button at the lower right of the form to setup a new credit card or bank account.
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Credit Card Setup from the EFT Processing Form
On the main application menu, expand the Accounts Receivable module, and select the EFT Processing menu option. The Payment Processing form opens. Click the Payment Methods button at the upper right of the form to setup a new credit card or bank a...