Entering customer credit card information

Customer credit card information is required in the Applied Payment Details window. You'll enter a Payment Method in any of the windows where credit card payments can be entered:

Sales - New Invoice

Sales - New Order

Settle Returns & Credits

Receive Money

Receive Payments

You'll then click the Details button to open the Applied Payment Details window.

You can enter a customer's credit card information in the Payment Details view - Customer of the Card information window. The information you enter here will be entered automatically in the Applied Payment Details window when you're ready to enter a credit card payment.

If you make any changes to the credit card information in the Applied Payment Details window, you can keep the card information up-to-date by marking the option: Update the Customer Card with Payment Details. (Updating Customer Card with Payment Details)

Or you can enter the credit card information manually in the Applied Payment Details window at the time of the payment.

Card Entry Method

You select either Manual or Swipe as the Card Entry Method for the transaction in the Applied Payment Details window.

Manual. Use the displayed credit card information, edit the information, or enter the information if none is displayed.

Swipe. You can use a card swiper to enter credit card information. After swiping a credit card, many of the fields in the window become display-only fields.

If you swipe, authorize the payment before you leave the window: Click the Authorize button before the OK button!

Do not use the `Send Credit Card Payments for Authorization Using the Record Button' preference if you swipe credit cards

Notes:
Choose your undeposited funds account for customer credit card payments and credits

The Bank Register can't be used to enter MYOB Merchant Account Service transactions

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