Fields in this window

Card Information window - Payment Details view

A/R Balance

This field displays the current outstanding balance of the sales for the selected customer. To open the Analyze Receivables window and view a summary list of the transactions that make up this balance, click the zoom arrow.

Method of Payment

Choose the method of payment that will be used most often by this customer. Click the Select from List arrow to see a list of all the payment methods that have been set up for your customers. .

Card Number

This field appears if the method of payment you selected is a credit card or debit card. Enter the customer’s card number.

Name on Card

This field appears if the method of payment you selected is a credit card or debit card. Enter the name that appears on the customer’s card.

Expiration Date

This field appears if the method of payment you selected is a credit card or debit card. Enter the card’s expiration date.

Notes

Use this field if you need to enter additional payment information for the customer.

New button

Click this button to begin entering a new card in the Card Information window.

OK button

Click this button to close this window.

Fields in the Card Information window - Payment Details view