Credit cards are used more today than ever. In response, accounting departments are increasingly interested in collecting information with credit card transactions, such as the signer’s name, a purchase order number and/or a project name.
A new configuration setting lets you optionally specify a signer and/or memo or purchase order number for credit card purchases, when a customer is not selected on the invoice. This feature must be turned on in Paladin Configuration (see steps below). Previously, this option was only available when a customer with a credit card on file was selected for the invoice.
If this feature is turned on, you can enter this information during the checkout process in the payment wizard, in the Invoice Information step.
How to turn on the authorized signer and PO number options for all credit card purchases
- On the File menu, click Setup.
- Click the Credit Card tab and enter your admin password (if requested).
- Select the Enable Auth Signer for all Credit Card Transactions checkbox.
Note: If this option is selected, you can enter an authorized signer for any customer who pays with a credit card. If you want to limit this feature to customers in your Paladin database that have credit card information on file, then select this option instead: Enable Auth Signer for Credit Cards on file.
- Click Save, and then click Close.
If you have questions or suggestions about this information, contact email@example.com.