Customer Name

The name of the customer that was entered in the Profile view of the Card Information window appears in the left corner.

A/R Balance

The A/R Balance 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.

Payment Method

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.

Note: Entering payment methods for use with an MYOB Merchant Account

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 for customer payments.

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 in mm/yy format. It must be a future date.

Name on Card

This field appears if the method of payment you selected is a credit card or debit card.

The name of the customer that was entered in the Profile view of the Card Information window appears by default in this field. You can change it if the name on the card is different from the default entry. (Any future changes you may make to the customer name in the Profile view will have no affect on this field.)

Address (AVS)

This field appears if the method of payment you selected is a credit card or debit card.

The address of the customer that was entered in the Profile view of the Card Information window appears by default in this field. You can change it if the address of the cardholder is different from the default entry. (Any future changes you may make to the address in the Profile view will have no effect on this field.)

• If you use the MYOB Merchant Account Service and you ever enter key-entered sales for this customer with the card not physically present, enter this customer-provided information. It is essential for the Address Verification Service (AVS).
  
  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 always physically have this customer's credit card and swipe it for electronic approval or you don't use the MYOB Merchant Account Service, the entry this field is for your information only.

ZIP (AVS)

This field appears if the method of payment you selected is a credit card or debit card.

The ZIP of the customer that was entered in the Profile view of the Card Information window appears by default in this field. You can change it if the zip code of the cardholder is different from the default entry. (Any future changes you may make to the ZIP in the Profile view will have no effect on this field.)

• If you use the MYOB Merchant Account Service and you ever enter key-entered sales for this customer with the card not physically present, enter this customer-provided information. It is essential for the Address Verification Service (AVS).
  
  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 always physically have this customer's credit card and swipe it for electronic approval or you don't use the MYOB Merchant Account Service, the entry this field is for your information only.

Card Verification (CVV2)

This field appears if the method of payment you selected is a credit card or debit card.

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, following the full credit card 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.

• If you use the MYOB Merchant Account Service and you ever enter key-entered sales for this customer with the card not physically present, enter this customer-provided information. It is essential for the Address Verification Service (AVS).
  
  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 always physically have this customer's credit card and swipe it for electronic approval or you don't use the MYOB Merchant Account Service, the entry this field is for your information only.

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.