Toolbar of the Credit Cards Form

Use this toolbar to complete actions on the Credit Cards form.

Contents

Field	Description
Save	Click this option to save the information that you entered on the form.
New	To set up a new credit card, click this option, and then select one of the following options from the shortcut menu: New Primary Credit Card — Click this option to set up a new primary credit card for your company. Copy Current Credit Card Primary Code — Click this option to copy the data from the credit card record that you have open on the Credit Cards form to create a new credit card record. Select Credit Card Primary Code to Copy — Click this option to open the Credit Card lookup, select a credit card record that already exists, and copy its information to create a new credit card record.
Delete Credit Card	Click this option to delete the current credit card record that you have open on the Credit Cards form. You can delete only the credit cards that do not have any transactions applied to them. If transactions are associated with a primary credit card that you want to delete, change the status of the primary credit card to Dormant.
Print	Click this option to view or print the Credit Card Configuration report. This report lists all the primary credit cards that you have set up in Vision, their associated secondary credit cards, and the configuration settings that you specified for each of them.
Help	Click this option to open the online help system.