The Saved Payment Methods record stores payment information for a person or company that can be applied to one or more orders. When creating a payment for a person or company, a user can select one of these existing payment methods to easily populate the payment information fields. This form is accessed from the Details tab's Saved Payment Methods sub-tab on Persons and Companies records.

General Tab

Name (

...

Required)

The name of the saved payment method. This name is displayed in the Payment Selector drop-down list.

Description

A description of the saved payment method.

Start Date (

...

Required)

The first day on which this payment method is available for selection in the Payment Selector drop-down list.

End Date (

...

Required)

The last day on which this payment method is valid. After this date, this method will no longer appear in the Payment Selector drop-down list.

Is Active? (

...

Required)

When selected, this payment method is active and is available for selection in the Payment Selector drop-down list (assuming that the current date falls in to the range specified by the Start and End Dates). When cleared, this payment method does not appear in the Payment Selector drop-down list regardless of the Start and End Dates specified.

Payment Type

This field identifies the payment type for the saved payment method. It links to the Payment Types service.

Payment Type Specific Fields

When a user selects a Payment Type, the form automatically displays the fields that are applicable to that type. See About the Payment Types Form for information on a payment type's applicable fields. Note that the form only displays a sub-set of applicable fields for a particular payment type (i.e., those fields that are suitable for using multiple times). For example, based on industry requirements, an organization should not store a credit card's security number. Therefore, the Security # field does not appear on a Saved Payment Methods form.