Admin - Add, Edit, Delete Credit Card Type Procedure

Follow

This process updates the Card Type drop down list on the Add Receipt page that displays if Credit Card is selected in the Payment Method filed. 

You require access to the Administration menu to process this function.  

  • Click on the Administration link in the Orange Menu on the left hand side of the screen.
  • Click on the Edit Drop Down Lists

To Add a credit card type:

  • Locate the Credit Card Types
  • Click on the Add link to add a new credit card type. This will generate a popup window.
  • Credit Card Type: enter the name of the credit card.
  • Click Add Credit Card Type. The popup window will disappear.

To Edit a credit card type:

  • Locate the Credit Card Types
  • Click on the Edit link to edit an existing credit card type. This will generate a popup window.
  • Credit Card Type: click on the down arrow to select the existing credit card name to be altered.
  • New Credit Card Type: enter the correct / new credit card name.
  • Click Edit Credit Card Type. The popup window will disappear.

To Delete a credit card type:

  • Locate the Credit Card Type
  • Click on the Delete link to delete an existing credit card type. This will generate a popup window.
  • Credit Card Type: click on the down arrow to select the credit card name to be deleted.
  • Click Delete Credit Card Type.
  • Click OK to confirm.  The popup window will disappear.
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