Adding, Viewing, and Editing Credit Cards

The Manage Credit Cards page lets you add and edit credit card information in FASTER Web.

Tip

To view the Manage Credit Cards section, click the Manage Credit Cards link.

This topic describes the following:

Adding Credit Card

The Add Credit Card dialog box lets you add a new Credit Card record in FASTER Web.

Tip

To view the Add Credit Card dialog box, click the Add Credit Card link.

To add a new credit card

1.    Click the Accounting module.

2.    In the Action column, click Manage Credit Cards.

The Manage Credit Cards page opens.

3.    In the Search Results section, click Add Credit Card.

The Add Credit Card dialog box opens.

4.    In the Card Type list, select the type of the Credit Card.

5.    In the Last 4 Digits box, type the last four digits of the Credit Card number.

6.    In the Cardholder's Name box, type the Credit Card holder's name as it appears on the Credit Card.

7.    In the Expiration Date box, type or select an expiry date for the Credit Card from the date picker.

8.    Click one of the following:

View Credit Card Information

Steps to view Credit Card information
  1. Click on Manage Credit Cards in the Action menu of the Accounting tab.
  2. Perform an advanced search in the Search Options: Credit Cards panel at the top of the screen.
  3. Click the arrow to the left of any account for which you wish to view details.  

Navigation Tips:

  • You can expand or collapse panels by clicking on the arrow to the right of the title bars.
  • You can sort items by any category by clicking on that category's column heading.
  • You can move the panels by clicking and dragging the panel to the desired location.
  • You can move the columns in the data grid by dragging the column heading to the desired location.
  • To page through the list, use the arrows at the top or bottom of the panel. You can also specify here whether to display the entire list or ten items at a time.

 

Editing Credit Card Information

The Edit Credit Card dialog box lets you update the existing Credit Card record in FASTER Web.

Tip

To view the Edit Credit Card dialog box, click the Edit Credit Card link.

To edit credit card information

1.    Click the Accounting module.

2.    In the Action column, click Manage Credit Cards.

The Manage Credit Cards page opens.

3.    In the Search Results section, click the Edit link next to a Credit Card record that you want to edit.

The Edit Credit Card dialog box opens.

4.    Make the necessary changes, as required.

5.    Click one of the following:

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