Before You Get Started
If your Sage Exchange Vault account is not yet set to process credit card transactions fill out the fields under Sage Exchange Vault Information for a valid processing account.
Enter New Card ID
On the Additional Tab enter a new Card ID and click Yes if it is a new card. The new card will then be added as the customer’s primary card after the information is entered in Sage 100 ERP Customer Credit Card Maintenance.
You can also click the Credit Cards button to open the Customer Credit Card Maintenance window. This is where you can add and maintain multiple credit cards - which are then used when entering orders, receipts, or invoices for the customer.
Select a Credit Card Payment Type
Enter the Virtual Terminal ID and Merchant Key and then tab or hit the Enter key to validate the ID and key. When you click OK the Valid Processing Connection checkbox is automatically selected.
Enter Credit Card Information
To edit an existing Credit Card ID click Edit Card to open the Sage Exchange Vault and modify the credit card number and expiration date.
After entering credit card information you can also enter this information in Accounts Receivable and Sales Order.
And that’s all there is to it! Now you know how to enter a customer’s credit card information in credit card maintenance for speedier data entry.
See It In Action!
Need Sage 100 ERP Support or Training?
Sage 100 ERP Version 2013 - New Accounts Payable Features
Sage 100 ERP Accounts Payable - How to Generate a 'Quick Print' Check
Credit Card Processing Changes in Sage 100 ERP 2013
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