Overview
Cards holds all the information that belong to each credit card type for example credit card limit , credit card number Credit card expire date.
Navigation
Admin ► Support Entities ► Credit Cards ► Cards
Credit Card screen Fields and Tab
Field | Description |
Number | Credit card number. |
Active | Is Active: indicates if the credit card Holder type is active or not. The default is set to Active. |
Type | Refers to one credit card type e.g.: Visa, Master Card etc. |
Expiration Date | Expiration Date of Credit Card. |
Limit | Credit limit available on the credit card. |
Comment | Details comment of the credit card. |
Institutions Tab | Collection of one to many institutions that are allowed to use this Credit Card. This is to be selected from the lookup button. |
Overview
The Credit Card Types table allows users to establish a working table of all Credit Card Types that are to be used by organization.
Navigation
Admin ► Support Entities ► Credit Cards ► Card Types
Credit Card Type screen Fields
Field | Description |
ID | Credit Card Types Identification number. |
Active | If Checked indicates that the Credit Card Type is currently active. |
Abbreviation | Abbreviation for the Credit Card type. |
Description | Brief Description of the Credit Card type. |
Overview
The Credit Card Holders table lets users create and maintain a current list of people that has one or more credit cards.
Navigation
Admin ► Support Entities ► Credit Cards ► Card Holders
Card Holder screen Fields
Field | Description |
| ID | System generated integer identifying a card holder. |
| Active | Flag indicating if the credit card Holder Is Active or not. |
| Holder | Detailed description of the credit card holder. |
| Credit Cards Tab | Credit Cards assigned to the card holder are to be added from this tab by clicking on the lookup button. |