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Transactions & Customer credit-card records

edited Aug 6, 2007 11:27AM in Accounting / ERP 1 comment

This is regarding access to the credit card records on customers during the sales process. Your insight is appreciated for utilizing this function/feature.

As a sales rep speaks with a customer on the phone, he/she learns if the customer wants to pay on-the-spot or be billed. These reps make many, many calls per day to renew subscriptions and sell new ones. They don't have the patience to switch forms between sales orders and cash sales. Further, we're not yet using the NS functions for billing, invoicing and accepting payments. We know the payment/billing status from a custom record provided by the fulfillment vendor, as described below.

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