1. Order Management Guide
  2. Creating Payment Profiles

Creating Payment Profiles

  • Credit Card

  • Purchase Order

  • Check

  • Wire Transfer

After you have selected a payment method, you enter the appropriate details for that method. For example, if you selected Credit Card as the method, then you enter details such as the name of the card holder, the credit card number, and the expiration date.

When salespeople create quotes or orders, they can use the Payment Details view of the Quote or Order screen to select the payment method for the customer. For example, if they select a credit card, then all the information for that credit card is automatically entered in the quote or order, so the salesperson does not have to enter it manually.

Note: You may have to use the site map to navigate to the Payment Profile views.

To create payment profiles

  1. Navigate to the Account screen, Accounts List, and then the Payment Profiles view or the Contact screen, Contacts List, and then the Payment Profiles view.

  2. In the Account or Contact list, select the desired account or contact.

  3. Add records to the Payment Profiles list and complete the necessary fields. Some fields are described in the following table.

    Field Comments

    Primary

    Select this check box if this profile is the customer’s primary method of payment.

    Profile Name

    Enter a name for the payment profile.

    Payment Method

    Select the payment method. Options are Credit Card, Purchase Order, Check, Wire Transfer.

    Expiration Date

    Enter the date when this payment method expires. Salespeople cannot use it after this date.

    Status

    Select a status for this payment method. Options are:

    • Inactive. The payment method has not yet been activated.

    • Active. The payment method is active. This status must be selected to make the payment method available to salespeople.

    • Suspended. The payment method is no longer active.

  4. In the details form under the list, enter the appropriate details for this payment method.

    The details form changes depending on the value you selected in the Payment Method field. For information about the fields in each detail form, see Payment Fields for Payment Methods.