If you do not see the Enter Credit Card Details button directly below the Payment Method drop-down when creating a Sales Receipt or Receive Payment, you need to set up your credit card payment methods. If the Process Credit Card check box is grayed out, make sure the credit cards you accept are active on your Payment Methods List. Here's how: 
  1. Select the Gear Icon at the top, then All Lists.
  2. Select Payment Methods.
  3. In the Action column for the Visa or MasterCard options, select Edit.  
  4. Select the check box for This is a credit card, then Save.
The Enter Credit Card Details button should now be available. Under the Payment Method drop-down on the sales form, you will also need to select the option Process Credit Card. When you save the transaction you will see a pop-up letting you know if the transaction is approved or denied.

You can also add a new payment method option, if needed.

To add a new payment method

  1. Select the Gear Icon at the top, then All Lists.
  2. Select Payment Methods.
  3. Select New at the top, then enter the payment information. Make sure you select the check box for This is a credit card.
  4. Select Save.

 

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