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Cards (sales account)

Card descriptions are created when you accept online payment from a customer. This tab is only relevant if you receive online payments from customers, and are amending the customer account.

Only the reference that allows you to use the card is held in Sage 200 Accounts. The card details are held by the online payment service provider.

What do you want to do?

Change a customer card descriptionOpen this section

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

  1. Select the card Description.
  2. Enter the revised description.

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

Delete a customer card referenceOpen this section

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

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

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

Overview

Create an account in the Purchase Ledger

Other tasks

Online card receipts

Enter card details

Enter card reference

Reference

Getting started with online payments