Enter card details

The Enter Card Details window appears when you enter an Online Card Receipt for a customer and click Save or Save and Allocate.

You can use the window to enter New Card Details for the customer. If you have previously accepted online payment from the customer, there will be a reference to the card previously used, on the system. You can select one of the customer's existing cards.

Note: You can only use existing card details if you have set up card details for the customer before.

To enter card details

Open: Sales Ledger > Enter Transactions > Online Card Receipt.

  1. Enter the details and click Save or Save and Allocate.

    2. The Enter Card Details window appears.

  2. Make the Card Selection.

    1. Select Use New Card Details.
    2. Select the Card Type from the drop-down list.
    3. Enter the Card Number.
    4. Enter the Card Holder Name.
    5. Enter the Issue Number.
    6. Enter the CV2 (Security Code).
    7. Select the Start Date from the month and year drop-down lists.
    8. Select the Expiry Date from the month and year drop-down lists.
    9. Enter the Billing Surname, Billing Firstnames and Billing Address details.
    10. Click Save to record the customer card reference details.
    1. Select Use Existing Card Details.
    2. Select the existing card from the drop-down list.

      3. Note: By default, the card most recently used by the customer is displayed.

    3. Click Save.
    4. Click OK to confirm the message that payment has successfully been taken from the customer's card.
See also

Steps in this task

Enter card reference

Overview

Take card payments with Opayo (Sage Pay)

Configure Sage 200 to use Opayo (Sage Pay)

How to process card payments using Opayo (Sage Pay)

How to use Pay Now with Opayo (Sage Pay)

Import Opayo (Sage Pay) transactions

Online card receipts (Opayo / Sage Pay)

Reference

Allocate customer receipts