Overview
Credit-card records help the business keep payment card information organized in the relevant workflows.
Where To Find It
Path: Administration > Credit Cards
Use the credit-card screens when the business maintains reusable card records or card-related payment setup.
How It Works
QBM stores credit-card records separately so they can be reused consistently wherever the business process allows or expects them.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Card record | Stores the maintained payment-card information used by the business. | Use it when a reusable or tracked card setup is needed. |
| Payment support | Helps payment screens use a standard reference instead of inconsistent free entry. | Use it where card-driven workflow requires a clean master list. |
| Review and maintenance | Lets users update or retire older card records over time. | Use it when card information changes or should no longer be used. |
Recommended Workflow
- Open the credit-card maintenance screen and review existing records first.
- Add the card record only when it is needed for the business workflow.
- Save the record and test it in the related payment flow if appropriate.
Best Practice
- Keep the list limited to genuine business-use records.
- Review security and privacy expectations when maintaining payment-related details.
- Mark older records inactive or stop using them once they are no longer valid.