Configuring Credit Card Types

Adding a Credit Card Type

  1. From the Administration menu, select Financial, select Transaction Management, and then select Credit Card Types.

  2. Click New.

  3. Complete the following fields:

    1. Property. Enter or select a property for the Credit Card Type.

    2. Code. Enter a code to identify the Credit Card Type, such as MC for Master Card.

    3. Description. Enter a description of the Credit Card Type.

    4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

  4. Click Save.

.

Editing a Credit Card Type

  1. From the Administration menu, select Financial, select Transaction Management, and then select Credit Card Types.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From search results, select the row level vertical ellipsis and select Edit.

  4. Make the desired changes.

  5. Click Save.

Deleting a Credit Card Type

  1. From the Administration menu, select Financial, select Transaction Management, and then select Credit Card Types.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From search results, select the row level vertical ellipsis and select Delete.

  4. Click Delete to confirm.