In order to process credit cards manually, at least one dedicated Credit Card Terms record must be created in the Terms Table, using the Terms Manager. Normally only one credit card Terms code is required, as other information in the system can be used to determine the card type being processed. Multiple terms records can be used.
The Manual Credit Card Terms record(s) should be created with an automated processing code of 1 in the Terms record. The Automated Processing Code in the Terms record is used by the system when automatically placing a hold on all credit card orders. Manual Credit Card Orders are put on a 1 hold as they are entered into the system. The automated processing code in the terms record is also used by the system to determine if the credit card fields in the order should be accessible, and if a credit card number and expiration date should be present in the order when the order is saved.