Credit Card Types

Credit Card Types are used when adding a credit card as a form of payment for a contact.

To add or edit Credit Card Types

1. On the administration menu, select Lookups, select Contacts, and then click Credit Card Types.
   The Credit Card Types page displays.

2. Do one of the following:

• Click Add new item....
  The Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the type available , or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the credit card type.
   For example, Visa.

5. Click the Save and Return button to save the new type and return to the Credit Card Types list.
    

To delete a Credit Card Type

1. On the administration menu, select Lookups, select Contacts, and then click Credit Card Types.

2. Click the Edit button next to the credit card type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a credit card type if it is currently assigned as a form of payment for a contact.