How to: Set up Credit Card Payment Methods

Microsoft Dynamics Nav 2009

You must add a new payment method to support credit card payments. You specify payment methods for customers, and you also specify in which way an invoice is paid. In this procedure, you create a new payment method for credit card payments.

To set up a credit card payment method

  1. In the RoleTailored client, in the navigation pane, click Departments, click Financial Management, and then click Receivables.

  2. Under Administration, click Payment Methods, and then click New to create a new payment method.

  3. In the Code field, enter a name for the payment method, such as CREDITCARD.

  4. In the Description field, enter descriptive text, such as Payment by credit card.

  5. In the Bal. Account Type field, select Bank Account.

  6. In the Bal. Account No. field, select the related balancing account number.

  7. In the Payment Processor field, select Dynamics Online.

  8. Close the page.

You can now use the new payment method when a customer wants to pay by credit card. If the customer frequently pays by credit card, then you can select credit card as the default payment method on the customer card. If the customer only occasionally pays by credit card, then you can select credit card as the payment method on the specific sales order. For more information, see How to: Set up Customer Payment Methods.

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