Setting up credit card terms

Setting up a credit card term allows you to enter credit card information on orders with zero lines to ship. You can capture the credit card information during order entry, and ensure the credit card is charged later as items are filled and shipped.

Select System Administrator > Setup > Table Code Value.
In Table List, select Terms.
Click New.
Specify the Terms Type and Description, such as CC and Credit Card.
Click Save.
In the General section, in Split Pay, select Credit Card Only.

Select this option to enable entering credit card information on orders with zero lines to ship and the order is a hold transaction. Credit card transactions are created as order lines begin to fill and ship. You can also use Credit Card Only terms when tendering against an order with a shipped quantity.
Click Save.

When you create an order with zero lines to ship in Sales Order Entry, you will select the Customer Order Settings view and then select CC - Credit Card in the Terms field.