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 to pay the invoice.
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 the credit card details aren't encrypted.
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 access 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 a different number. If a card number is selected, the remaining fields (security code, name, expiry) default.
Greentree Desktop validates card numbers using the length of card number specified on the Credit Card Maintenance form. The card's details are masked with 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 field uses the security code on the selected card. If the card number was entered, the security code must also be entered. 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
This field uses the name on the selected card. 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
This field uses the expiry date of selected card. Enter the date if you also entered the card's details. 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:
In both cases, you can't save the invoice until the details are removed or changed.