Adagio Tip Of The Month: Displaying a Credit Card On Record

May 20, 2019

Question: We are now using APS to integrate credit card processing with Adagio for some of our customers. We want to be able to easily see, on the customer grid, whether our customer has a credit card on record in Adagio, so it is available, for example, when entering an invoice in Invoices. Is there any field we can put on the customer grid to indicate that the customer has a credit card on record?

Answer: Yes. There is a field called “Preferred Credit Card ID” that is stored on the Customer Master file. This can be added to the customer grid, as long as the APS vaulted card was set as the “Preferred Card”. This will display the Card ID for you, very much like in previous versions of Receivables.
Also, please note that in prior versions of Receivables this field was called “Preferred CC short name”.

This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!