1. Marketing, Sales Force Automation, and Partners
  2. Sales Force Automation
  3. Record Management
  4. Customers
  5. Creating a Customer Record
  6. Entering Financial Information for the Customer
  7. Tracking Customer Credit Card Information
  8. Entering and Editing Credit Card Information from a Transaction

Entering and Editing Credit Card Information from a Transaction

You can enter and edit customer credit card information directly from some transactions, such as sales orders. The method you choose to add or edit credit card information from the transaction determines whether the customer record is updated.

The following procedure is an example using a sales order.

To enter or edit credit card information from a transaction:

  1. Create a sales transaction or edit an existing one.

  2. In the Customer field, select the customer.

    If the customer has a default credit card, the information for it appears automatically in the fields on the Billing subtab under the Payment subtab.

  3. On the Payment subtab, you can do the following:

    • Accept the default values and add missing values and change the expiration date and name on the card. If you change the expiration date or name, the customer record is updated when you save the transaction.

    • Select a different existing credit card for the customer and change its expiration date and cardholder name. If you change the expiration date or name, the customer record is updated when you save the transaction.

    • Add a new credit card to the transaction and save the information to the customer record.

      1. In the Credit Card Select field, select –New-.

        A New Credit Card page opens in a popup window.

      2. Enter values in the popup window as follows:

        • Credit Card Number – Required. The number needs to have 16 digits and no spaces or punctuation.

        • Expiration Date – Enter or select a two-digit month and two- or four-digit year.

        • Cardholder Name – Enter the name as it appears on the card

        • Credit Card Type – Required. Select one of the listed credit card types.

        • Memo – Optional notes or description.

        • Default Credit Card – Check this box to automatically fill in the payment fields on transactions and in the web store for this customer.

      3. Click Save.

        The popup window closes, and you can continue with the transaction.

    • Add a new credit card for the transaction without saving the information to the customer record.

      1. Clear any default values on the Payment subtab.

        If you select a non-credit card value in the Payment Method field, NetSuite automatically clears all the other values on the subtab.

      2. In the Payment Method field, select the type of credit card.

      3. In the Credit Card # field, enter a valid credit card number.

      4. Enter values in other fields as required to process the credit card payment.

Related Topics

General Notices