Attaching credit card information

When the Credit Card Import tool locates a credit card account in a data file, the card data and the transactions are imported, but the card is not attached to the user in the database.

You can attach credit card information.

  1. Select Manage > Users > User Information.
  2. Click Find to select a user.
  3. Click Credit Card. The Credit Card details screen is displayed.
  4. Click Attach.
  5. Specify the credit card number and click OK to search for the account. One of these situations occur:
    • If the credit card number is found and it is already attached to the current user, a message displays on the screen.
    • If the credit card number is not found, a message displays.
    • If the credit card number is found and it is not attached to a user, the application attaches the card and displays the account information on the screen.
    • If the credit card number is found, but it is already attached to another user, a message including the other user's name displays.

    The credit card number is visible on the Credit Cards screen. The credit card number is encrypted in the database.

  6. Click Add to save the changes.
  7. Click Done to return to the user's information.