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Enter card reference

About entering a card reference

Enter a card reference for the customer here. The reference should be meaningful to the customer to help them identify the card they have used previously. The card reference can then be selected for use with future transactions.

Note: Card details are not stored in Sage 200. The details are stored by the online payment service provider.

To enter a card reference

Open: Sales Ledger > Enter Transactions > Online Card Receipt.

  1. Enter the details and click Save or Save and Allocate.

    2. The Enter Card Details window appears.

  2. Enter new card details.
  3. Click Save.

    4. The Enter Customer Card Reference window appears.

  4. Enter the Card reference for the customer.
  5. Click Save.
  6. Click OK to confirm the message that payment has successfully been taken from the customer's card.

    7. The card reference is saved for future transactions.

    Note: You can amend the description or delete saved card references for the customer from the customer account details.

See also

Overview

Getting started with online payments

Reference

Enter card details

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