3 Credit Card Details

This topic provides the systematic instructions to user to view the credit card details such as billing information, cash and credit limits, card validity, and reward program details.

The user can navigate to the credit card details page by selecting any credit card displayed in the summary section of the credit cards widget.

To view the credit card details:

  1. Perform the following navigation to access the Credit Card Details screen.
    • From the Dashboard, click Toggle menu, click Menu, then click Credit Cards .

      From the Search bar, type Credit Cards  – Credit Cards Details and press Enter

      Under Credit Cards , click Credit Card Details

    • Access through the kebab menu of transactions available under the Credit Cards module

    The Credit Card Details screen appears.

  2. Select the credit card from the Credit Card Number list to view details of the same.
    Details of the selected credit card appear on the Credit Card Details screen.

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 3-1 Credit Card Details - Field Description

    Field Name Description
    Credit Card Number Select a credit card to view details of the same.
    Card Status Displays the status of the credit card if the card is inactive.
    Card Type Displays the card type as primary card or Add-on card.
    Card Holder Name The card holders name as embossed on the card.
    Nickname Nickname of the card.

    Click on the Nickname option from the kebab menu to add nickname. For more information on Account Nickname, refer Account Nickname.

    Billing Details

    This section is displayed only if the details being viewed are that of a Primary Credit Card.

    Total Amount Due The total amount due on the credit card.
    Due Date The date before which either minimum due or full payment is to be done.
    Billing Cycle

    Existing billing cycle as maintained for the selected card. Date for which billing statement is generated.

    Click on the Change Billing Cycle option from the kebab menu to change the Bill cycle.

    Card & Limits Details

    Click on the Update Limits option from the kebab menu to update Credit & Cash Limit.

    Card Expiry The date on which card will expired shown in MM/YY format.
    International Transactions The flag that indicates if international transactions are allowed on the card or not.

    The options are as:

    • Active – International transactions to be allowed on the card
    • Inactive - Disable all international transactions on the credit card

    Click on the Disable/ Enable International Transaction option from the kebab menu to change this flag as required.

    Total Credit Limit The total credit limit on the user's card.
    Available Credit Limit The available credit limit on the user's card.
    Total Cash Limit The total cash limit on the user's card.
    Available Cash Limit The available cash limit on the user's card.
    Reward Points The total reward points accumulated on the credit card.

    Click on the Redeem Rewards optionfrom the kebab menu to view and redeem rewards. User will be directed to the external page for to view the redemption catalogue and for point redemption.

  3. To add card nickname/ modify/ delete nickname. For more information refer Account Nickname section.
    OR

    To change the billing cycle, click on the Change Billing Cycle option from the kebab menu. .

    OR

    To allow or disallow international transactions on card, click on the Disable/ Enable International Transaction option from the kebab menu.

    OR

    To update Credit & Cash Limit, click on the Update Limits option from the kebab menu.

    OR

    To view and redeem reward points, click on the Redeem Rewards option from the kebab menu.

    OR

    Click on the kebab menu to avail credit card related transactions.