Patron Detail Tabs: Credit Card Detail Window

Patron Detail Tabs: Credit Card Detail Window (Reference)

Patron Detail Credit Card Detail Window
Patron Detail Credit Card Detail Window

This window is used for manually adding and editing credit cards on a patron's record.

Status

Determines the state of the card and if it can be selected to process credit card transactions. Unselected equals the value inactive. Inactive should be used for expired, lost, or stolen cards.


Type

Credit card type (e.g. Visa, Master Card, American Express, etc)


Credit Card

The credit card number


Expiry Date

Date the card will expire


Name on Card

Name used for added security when processing the card


Comment

A short note field that appears in the credit card search screen during the payment phase of an order (e.g. "Use for annual membership", "do not use for subscriptions", "single charge not to exceed $100", etc).


Use Count

Once a card has been used, this field holds a count of the number of payments that used this credit card number. A card that hasn't yet been used has a value of 0.


Keep Forever

This flag indicates that the patron has formally requested the card to remain on file permanently.


Blacklisted

Checking this marks a card as blacklisted, which prevents this card from being used again. If the same card number is in use by other patrons, you may be prompted to also blacklist the record on those accounts. Only employees with blacklisting permissions in Employee Setup - Functions Tab can clear the blacklist status.