Payment Details

This form is enabled within AR Invoice Entry if the option to Add credit card payment details on invoice is selected on the Accounts Receivable Module Control form, and the option to Use credit card is selected for the customer on the Customer Credit Card Maintenance form.

Enter the customer's credit card details on this form to indicate the card used for payment of the invoice.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Receipt type

This defaults form the receipt type assigned to the customer on the AR Customer Maintenance form. The Card details information defaults to the form if the selected receipt type is Banked Credit Card or Non-Banked Credit Card. Card details are taken from the customer's primary card, set up on the Customer Credit Card Maintenance form.

If the customer does not have a primary card specified, the first credit card set up for the customer defaults here. If no credit cards matching the receipt type have been set up for the customer, the card details are blank.

Card code

Card details defaults for the customer using the selected receipt type. You can select a card code if required, from one set up on the Credit Card Maintenance form.

Ad hoc card

Select this option to enter credit card details for customers using a card that are not set up for them in Greentree Desktop.

If the Ad hoc card encryption option is selected on the Credit Card Control form, details display encrypted using the encryption standard. However, if the option is not selected, there are not any encryption of entered credit card details.

Note: Cards that are not entered ad-hoc always display as encrypted.

New card

This button is not enabled if the Ad hoc card option is selected. Click the button to access the Customer Credit Card Maintenance form to enter new credit card details for the customer.

Do this if the customer has changed their card from the current default, or uses a new card that they are likely to use again in the future.

Note: If the logged-in user does not have menu security to the Customer Credit Card Maintenance form using User Preferences, this button does display on the form.

Card number

Card details defaults for the customer using the selected receipt type. You can select or enter (ad-hoc) a different number. If a card number is selected, the remaining fields (security code, name, expiry) defaults.

If a card number is entered, validation occurs with the length of card number specified on the Credit Card Maintenance form, and details displays encrypted (showing asterisks to the last four digits) or not based on whether the Ad hoc card encryption option is selected on the Credit Card Control form.

Note: Cards that are set up in Greentree Desktop always display as encrypted.

Security code

The security code uses the selected card. If the card number was entered, the security code must also be entered, and validation occurs against the length of security code specified on the Credit Card Maintenance form. If the Ad hoc card encryption option is selected on the Credit Card Control form, the code is masked with asterisks.

Name on card

The name uses the selected card, but you can enter the name if the card was also entered.

If the Ad hoc card encryption option is selected on the Credit Card Control form, the name is masked with asterisks.

Expiry date

The date uses the selected card, but can be entered if the card was also entered (ad hoc). Enter the date in the format MMYY, for example, 1219 indicates that the card expires in December, 2019.

If the Ad hoc card encryption option is selected on the Credit Card Control form, the date displays encrypted (showing asterisks). You can't enter a date that is earlier than the current date (month/year).

When the invoice is saved, an error message displays if:

An expiry date earlier the invoice payment date.
A transaction limit that's less than the invoice value.

In both cases, you can't save the invoice until the details are removed or changed.