Cards (sales account)

Open: Sales Ledger > Sales Accounts > Amend Account Details.

Use the Cards tab to amend the customer's card details.

If you're using Opayo, you can reuse the customer's card details. The actual card details are held by Opayo. The card description is shown here so you can choose the card each time you enter a receipt.

The Cards tab is only shown if you have set up Opayo, you have stored a card for this customer, and are amending the customer account (not creating a new account).

Opayo is the new name for Sage Pay. If you're using Sage 200 Professional versions up to 2020 R1, where you see references to "Sage Pay" in the app, these are referring to the Opayo payment service.

Change a customer card description

Select the card Description.
Enter the revised description.

Note: The date is updated automatically when new receipts are recorded against the card.

Delete a customer card reference

Select the card Description.
Click Delete.
Click Yes to confirm that you want to delete the card reference.

Note: If you delete the last customer card reference from the account, the Cards tab is no longer available for the customer account.