Credit Card Types


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:

  1. 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

    Whether the card is enabled in The Edge.

    Internal Key

    The unique name for the credit card.  It can be the same as The Edge name or the QuickBooks name, but must be unique.

    Edge Name

    The name for the card as it appears on The Edge Point of Sale window.

    QuickBooks Name

    The name used for mapping to QuickBooks.

     

    If integrated with QuickBooks, there must be a payment method that matches the QuickBooks name exactly (with case sensitivity).

    Move Up/Move Down

    Used to reorder the list.

    New Row

    Used to create a new credit card record.


     
  2. Select New Row.  A blank row will appear at the bottom of the list.
  3. Complete the fields as required.
  4. Select OK/Save & Close.

Edit Credit Card Entry

To edit an entry:

  1. Select the field to edit.
  2. Make changes as required.
  3. Select OK/Save & Close.

 

Updated on Wed, 24 Jul 2024 by Angela Chiaravalle

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