Viewing Orders Linked to an Existing Credit Card in CRM360®

To view orders linked to an existing credit card:

1.    From the Financial Data task category in CRM360, click Credit Card Information.
The Saved Credit Cards screen displays.

2.    Select the appropriate credit card and click View Orders.
The Orders Linked to Credit Card screen displays in CRM360, as shown below.

3.    The following filters display:

·           Show Orders Requiring Future Payments Only

·           Show Orders Paid Within Last 3 Years

4.    If necessary, click the hyperlinked order number to open the order or donation in Order Entry or Donation Entry, respectively.

5.    Click the Return to Saved Credit Cards link to return to the Saved Credit Cards screen.