How To: Adding a New Credit Card (02-18-10)

Overview

This tutorial describes how to add a new credit card using the Credit Card Maintenance selection.

Step-by-Step

Click image to enlarge.

1. Click the Add button. The ‘Add New Record’ window opens.

Click image to enlarge.

2. In the ‘Credit Card Code’ field, enter a two character code for the credit card.

3. In the ‘ID’ field, enter the ID for the credit card.
   NOTE: The entry in this field must be the same as the entry in the ‘Credit Card Code’ field.

4. In the ‘Name’ field, enter the full name of the credit card (e.g. Visa, Mastercard, American Express, etc.)

5. In the ‘Discount Percent’ field, enter the discount percent that is used for calculating the estimated cost of your credit cards.

6. Click the Add button.

Click image to enlarge.

7. The window closes and the new credit card appears in the list.