In this section, we will discuss adding card types to your system. To accept credit cards as payment, see the section entitled Tender Options.
Add Credit Card Entry
To set up a credit card in The Edge:
- Select Administrative > Set Up Card Types. The Credit Card Setup window will appear with a list of currently recorded cards.
Fields and options in the Credit Card Setup window include:
Enabled
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Whether the card is enabled in The Edge.
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Internal Key
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The unique name for the credit card. It can be the same as The Edge name or the QuickBooks name, but must be unique.
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Edge Name
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The name for the card as it appears on The Edge Point of Sale window.
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QuickBooks Name
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The name used for mapping to QuickBooks.
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If integrated with QuickBooks, there must be a payment method that matches the QuickBooks name exactly (with case sensitivity).
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Move Up/Move Down
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Used to reorder the list.
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New Row
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Used to create a new credit card record.
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- Select New Row. A blank row will appear at the bottom of the list.
- Complete the fields as required.
- Select OK/Save & Close.
Edit Credit Card Entry
To edit an entry:
- Select the field to edit.
- Make changes as required.
- Select OK/Save & Close.