Schulz Consulting

Consulting and Upgrades

  • Home
  • Services
  • Contact

How To Delete A Credit Card in Sage 100

May 12, 2016 by Wayne Schulz

credit cards_800

 

The Sage 100 knowledgebase offers this advice for removing a credit card from a customer account:

  1. Open Accounts Receivable, Main menu, Customer Maintenance
  2. For Customer No., select the customer
  3. Click the Additional tab
  4. If deleting Primary Credit Card, highlight the Card ID and press the Delete key
  5. For non-primary cards click Credit Cards button to open Customer Credit Card Maintenance
  6. Select the Card ID from the lookup
  7. Click Delete (if the Delete button is not available, the card is the Primary Card)
  8. Close the Customer Credit Card Maintenance window
  9. Back in Customer Maintenance, click Accept

I have discovered another reason the delete button may be grayed out.

Why Is The Delete Button Grayed Out When Attempting To Remove A Customer Credit Card?

If you are attempting the deletion from a user account without the Sage 100 user rights to REMOVE a customer, then you will also see the DELETE button as grayed out until you assign the appropriate Sage 100 rights as shown below.

The user must be assigned to at least one role where the REMOVE option is checked or they will see a grayed out delete button when trying to delete a customer credit card – even if they follow all the instructions above.

cc_rights

 

 

Share this:

  • Twitter
  • Facebook
  • Email
  • LinkedIn

Filed Under: Sage 100 ERP Tagged With: credit card, sage 100, sage 100c

Secure cloud hosting for Sage 100
Call 1-888-244-6559 (toll-free)

About Wayne Schulz

Wayne Schulz is a Sage 100 Consultant located in Connecticut. He has worked with Sage 100 since 1986 and provides advanced support to companies located throughout the United States. If you are experiencing an issue with Sage 100 and would like to schedule a support session - please request assistance here or call 860-657-8544.

Access Sage 100 in the cloud today. 3rd party applications supported Available 24/7 from anywhere. Dedicated hosts

Call 1-888-244-6559 (toll-free)

Search Our Site

Sage 100 Newsletter

Sage 100 News

  • Sage 100 Updates for 2023: The Year-End Edition You Can’t Afford to Miss
  • Summit Hosting Rebrands as Summit
  • Does Sage have plans to stop supporting TLS 1.0 & 1.1 for Sage 100?
  • Payroll Requirements for Year-End 2023
  • DataSelf ETL+ v2023.07 for Sage 100 Announced
  • Version History of Sage 100 Accounting Software
  • What Happens if Sage 100 Goes Read-Only?
  • Sage 100 Knowledgebase Updated
  • Top Sage 100 New Features – Versions 4.4 through 2023
  • The Wayfair Ruling at Five: Why 72% of Businesses Still Struggle with Economic Nexus

Contact Us

Schulz Consulting
Connecticut Office
Click Here To Contact Schulz Consulting
Phone: 860-657-8544
Email Us
Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.

Copyright © 2023 · Parallax Pro Theme on Genesis Framework · WordPress · Log in

sage 100 email newsletter
Schulz Says Email NewsletterSent Thursday by 1pm

Join our Sage 100 email newsletter.

  • Sent weekly each Thursday 
  • Over 1,500 subscribers
  • No spam - leave anytime
  • Learn about pending updates, fixes, popular integrations
Become a Member

Never see this message again.

 

Loading Comments...
 

You must be logged in to post a comment.