In this section, we will discuss adding card types to your system. To accept credit cards as payment, see the section entitled Tender Options. 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.
| ||
|
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.
To edit an entry:
1. Select the field to edit.
2. Make changes as required.
3. Select OK/Save & Close.
