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Configuration Manager - Menus - Tables - Sales Payment Types - Settings - Purge Ref/ExpDate Immediately

The Sales Payment Types Purge Ref/ExpDate Immediately setting ensures the Reference and Expiration Date fields are saved as masked fields (the same way they are displayed on the screen). It is similar to the Always Mask Ref/ExpDate setting except that it is permanent. The full Reference and Expiration Date information is never saved so there is no way to get it back or display it. This results in a reduction of the possible liability of storing a Customer's credit card information. The downside is that once saved, the payments on a transaction cannot be removed using the Void function (the "credit" process is used instead). The difference between the two is the Void function usually eliminates any processing fees while with the "credit" process incurs the fees normally charged (sometimes for both the sale and the "credit"). The security of knowing the data is safe since it was never saved may be worth the extra charges. Also, the Void function works only with payments in the current batch meaning the possible extra charges apply only to sales that are voided/returned on the same day as the original sale.

Note: In the Sales Transaction Types - Save Parameters, the Ignore Purge Immediately parameter may be enabled. When enabled, the Purge Ref/ExpDate Immediately setting on payments is ignored when the transaction type is saved. The Ignore Purge Immediately parameter is intended to be used by the Recurring Transactions transaction type because the credit card information must to be retained for future transactions.

To enable the Purge Ref/ExpDate Immediately setting for a Sales Payment Type:

- Select Sales Payment Types from the Configuration Manager Tables Menu.

- Select the Payment Type from the list.

- Press [Enter] to display the Payment Type Settings screen.

- Enable the Purge Ref/ExpDate Immediately setting.


Sales Payment Types - Settings

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