Credit Card Management window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to transfer credit card information from one position to another or to or from one rental or lesson account to another. Transferring the information from one record to another saves time by eliminating the need to reenter information.
Note: AIMsi does not store credit card numbers. Instead, AIMsi creates and stores a "token" in the database that is sent to OpenEdge or Vantiv Integrated Payments. OpenEdge/Vantiv Integrated Payments receives the token and matches it to a credit card in their database, then returns an approved or denied status to AIMsi.
To access this window
Click CC Mgmt on the Add/Change Customer window - Personal tab.
Diagram
The following thumbnail illustrates the Credit Card Management window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
grid columns |
|
|
Location |
The position of the card on the customer account. Depending on the module where the credit card was added, this could be Cust-1 or -2, Lesson-1 or -2, or Rental-1 or -2. |
|
Card |
This is the last four digits of the credit card number. For example, ***1234. |
|
Exp |
This is the expiration date of the credit card. |
|
Type |
This is the type of credit card: VISA, MC, AMEX, or DISC (Visa, MasterCard, American Express, Discover). |
|
Move To/Copy To |
The purpose of this column changes based on your Move To/Copy To selection below. The selection below if reflect in the column heading. Move To: Select a different position (primary or secondary) for the card. Copy To: Copy the credit card information to another position. |
| Show Returned Rental Cards | Select this check box to display returned rental cards in grid. |
| Credit Card/Type/Exp | Displays the last four digits, type, and expiration date of the hightlighted credit card. |
|
Select an option to move or copy credit card information in the grid. Your selection here changes the action you can take in the Move To/Copy To column. |
Buttons
| Item | Description |
|---|---|
| Edit | Click to display the Edit Credit Card Info window where you can enter or edit credit card information for the customer. |
| Save | Saves any changes you've made on the window. |
| Exit | Closes the window. |
