Depending upon the steps you've followed to open this window and the payment method you've chosen, the following fields may appear:
Deposit to Account
Mark this option if you want the customer payment to be deposited into this account.
If this option is marked, the account you've selected as your Bank Account for Customer Receipts in the Sales Linked Accounts window is displayed.
This field will appear only if you've opened the window from the Sales Invoice or Sales Order windows.
Group with Undeposited Funds
Mark this option if you want the customer payment to be grouped with other deposited funds in this account.
Note: Choose Group with Undeposited Funds for customer credit card payments and credits
If this option is marked, the account you've selected as your Bank Account for Undeposited Funds in the Accounts & Banking Linked Accounts window is displayed.
This field will appear only if you've opened the window from the Sales Invoice or Sales Order windows.
Update Customer Card with Payment Details check box
Mark this option if you want to update the information entered in the Payment Details view of the Card Information window. The Card Information window (Payment Details view) for the customer entered on the transaction will be updated using the information entered in this window.
The information will update when you click the OK button or when you click the Authorize button (if you subscribe to the MYOB Merchant Account Services).
If you hold payments until an item ships or until a service is completed, be sure to mark this option. If you don't, the credit card details won't be available to you when you need it to record the payment. (To hold a credit card payment on an order)
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
If you've reached this window using the Receive Money window, this field will appear only if you enter a card in the Payor field.
Payment Method
This field displays the Payment Method entered on the transaction. You can change it, if you want.
Note: If you're entering payment methods for use with an MYOB Merchant Account
Note: True debit card payments can't be processed by the MYOB Merchant Account Service
If the transaction has been authorized using the MYOB Merchant Account Service, the entry in the field can't be changed.
Card Number
Enter the number of the credit or debit card, if you wish. You can enter up to 25 alphanumeric characters.
This is a required field if you subscribe to the MYOB Merchant Account Service; you must enter or swipe a card number.
If you've entered this information in the Payment Details view - Customer of the Card Information window for a customer, this information will be entered automatically.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Expiration Date
Enter the expiration date that appears on the credit or debit card, if you wish. Enter it in the format: mm/yy.
This is a required field if you subscribe to the MYOB Merchant Account Service; you must enter or swipe an expiration date.
If you've enter this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Name on Card
Enter the name that appears on the credit or debit card, if you wish. You can enter up to 50 alphanumeric characters.
This is a required field if you subscribe to the MYOB Merchant Account Service; you must enter or swipe the name on the card.
If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Address (AVS)
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
AVS matches the address the customer supplies you with the cardholders address. The lack of a match does not stop the transaction from processing, but it can alert you of a potentially fraudulent transaction. You may want to validate additional information before you provide the customer with your product or service. Also, it should improve your service rates.
If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.
ZIP (AVS)
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type. You can enter up to 10 alphanumeric characters.
AVS matches the address the customer supplies you with the cardholders address. The lack of a match does not stop the transaction from processing, but it can alert you of a potential problem. You may want to validate additional information before you provide the customer with your product or service. Also, it should improve your service rates.
If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.
Card Verification (CVV2)
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
The Card Verification number is a number, separate from the credit card number, that appears on the credit card and is used to verify that the customer physically has the card.
Except for American Express cards, it is a three-digit number that appears in the signature area on the back of the customer's credit card. (The last four digits of the credit card number appear before the three-digit card verification number.)
For American Express, it is a four-digit number and appears on the front of the card, above and either to the left or right of the full credit card number.
AVS matches the address the customer supplies you with the cardholders address. The lack of a match does not stop the transaction from processing, but it can alert you of a potential problem. You may want to validate additional information before you provide the customer with your product or service. Also, it should improve your service rates.
If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.
Check Number
Enter the number of the check, if you wish.
This field will appear only if the selection in the Payment Method field is a Check type.
Notes
Enter a note about the transaction, if you wish. You can enter up to 255 alphanumeric characters.
If you've entered information in the Notes field of the Payment Details view - Customer of the Card Information window for a customer, this information will be entered automatically. You can enter other notes if you like.
Authorization Code
Enter the authorization number that you receive from the credit or debit card company, if you wish. You can enter up to 255 alphanumeric characters.
If you subscribe to the MYOB Merchant Account Service, the code will appear here automatically if the transaction is accepted.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Amount
This field is for display only. It displays the amount of the payment transaction.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Trace ID
This field is for users of the MYOB Merchant Account Service only; the field is display only. It displays the Trace ID of the transaction after the transaction has been sent for authorization.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Void ID
This field is for users of the MYOB Merchant Account Service only; the field is display only. It displays the Void ID of a transaction that has been voided.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Swipe Card button
Click this button to enter credit card information by swiping a credit card.
This button will appear only if you're a member of the MYOB Merchant Account Service.
Important: If you swipe, you should authorize immediately (MYOB Merchant Account Service)
If you're not yet a subscriber to the MYOB Merchant Account Service, click the button to receive information about setting up your business to process credit cards from AccountEdge over the Internet.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Authorize button
If you subscribe to the MYOB Merchant Account Service, click this button to send the payment transaction over the Internet for authorization. (To enter setup information for the MYOB Merchant Account Service)
If you're not yet a subscriber to the MYOB Merchant Account Service, click the button to receive information about setting up your business to process credit cards from AccountEdge over the Internet.
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Void Authorization button
If you subscribe to the MYOB Merchant Account Service, this button will appear after a payment transactions has been authorized. After a transaction is authorized, values will appear in the Authorization Code and Trace ID fields. Click this button to start the process to void a credit card transaction. (To void a transaction (MYOB Merchant Account Service))
This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.
Cancel button
Click this button to remove all entries you've made; the window will close.
OK button
Click this button to accept the entries you've made in this window.