We have several customers now that are using bill payment services that send us a one time credit card number. We would like to make those not show at all after they have been marked inactive. I don’t want to have to filter them based active and inactive each time I go to their account to choose a card.
Does anyone else deal with these one-time credit cards?
Thank you.
Best answer by DavidEichner
Hi
You can click on the View Payment Method or go directly to the Customer Payment Methods screen and then delete the payment method.
You could also create a Delete import scenario where you bring in a list of customers and payment methods to process the deleting.
Another option would be customization to not show them based on specific defined conditions. Ask your partner if they do dev on Acumatica. If not, your partner can reach out to Kensium and our huge dev team for Acumatica.
Best,
David Eichner, CPA
Sr. Solutions Architect
Kensium
+13Hi
You can click on the View Payment Method or go directly to the Customer Payment Methods screen and then delete the payment method.
You could also create a Delete import scenario where you bring in a list of customers and payment methods to process the deleting.
Another option would be customization to not show them based on specific defined conditions. Ask your partner if they do dev on Acumatica. If not, your partner can reach out to Kensium and our huge dev team for Acumatica.
Best,
David Eichner, CPA
Sr. Solutions Architect
Kensium
+10You can’t out of the box BUT all you have to do is to add a PXRestrictor attribute to your payment method selector to only populate the Active methods.
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