Page 24 - ebook training administration 051115

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Adding a Credit Card

● To add a credit card go to the “‫ ”פרמטרים‬tab. Put the credit card number in the
“CC Number” box. Select the type of credit card in the drop down menu in the
“CC Type” box. In the “Expiration” box, put in the 4 digit expiration date as
follows, if the expiration is December 2018 it should appear as 1218.

● Next go to the “‫ ”משימות ללקוח‬tab underneath. Select the date in the “‫”מתאריך‬
column. Put the cursor in the “‫ ”לטיפול‬box and type the following: “CVV for
XXXX” (the XXXX should be the last 4 digits of the credit card you are adding).

● The click on “‫ ”תקציר המשימה‬tab underneath. In the white box that pops up,
type the following “CVV XXX for card ending XXXX”.

Checking Past Payments

● If the customer already exists, you can check their previous payments in the

following way.
● Make sure the correct customer has been selected and you can view their details

on the main customer page.
● Select the “‫ ”חשבונות לקוחות‬button on top. When the box pops up, make sure

either the customer's name or number are highlighted and then select either
“‫ שנה נוכחית‬- ‫( ”תנועות החשבון‬for payments made this fiscal year) or “ ‫תנועות‬
‫ רב שנתי‬- ‫( ”החשבון‬for any other payments made before this fiscal year).
● If any payments were made then a list will appear with all the payment made
shown as a list of ‫חשבוניות‬.
● To read any of the ‫חשבוניות‬, select the number of the ‫ חשבון‬and click on the

magnifying glass icon that appears. To go back to the list or to go backwards at
all on any of the pages, simple press ESC.