---
title: "Adding New Credit Card Accounts"
slug: "adding-new-credit-card-accounts"
updated: 2026-08-10T20:21:53Z
published: 2026-08-10T20:21:53Z
canonical: "help.idibilling.com/adding-new-credit-card-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding New Credit Card Accounts

A credit card can be added to the customer’s account information if they would like their payments to be charged to a credit card. Your permission profile must have edit permissions enabled in order to add a new credit card account.

> [!NOTE]
> Note
> 
> IDI does not replicate credit card information when replicating a database to your customer site.

To add a new credit card account:

1. On the customer's E-Pay Accounts window, right-click select **New > Credit Account**. This displays the New Credit Account window.

![NewCreditAccountForCustomer](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/66659.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A44Z&se=2026-11-14T11%3A51%3A44Z&sr=c&sp=r&sig=Yw5oWMowfmU76cjUC1de1ws3JH9ZJaj8YFPo883%2FhaQ%3D)
2. Enter the account and address information on the respective tabs as described below:

| Account Information Tab |
| --- |
| Card Number | Customer’s credit card number. The system validates that the format of the number entered is correct for the Card Type selected in the next field. > [!NOTE] > Note > > Depending on your permissions, this field may be masked. |
| Card Type | Type of credit card used by the customer for payment (for example: ***VISA or AMEX***). |
| Expiration Date | Credit card expiration date. The expiration date cannot be before the start date. > [!NOTE] > Note > > Be sure to enter the expiration date in the form MM/DD/YYYY. If there is no DD indicated, use the last day of the month. |
| Start Date | First date that the system can use this credit card account for transactions. > [!NOTE] > Note > > All start dates must be prior to the end date. |
| End Date | Date this credit card account should no longer to be used for transactions. > [!NOTE] > Note > > If no End Date is entered, the system will automatically enter the Expiration Date in this field. |
| Account Description | Select recurring or non-recurring from the drop-down list. |
| Recurring Start Date | Date the system is to start using this account on a recurring basis (or select it from the drop-down list). Available only if the Account Description is "Recurring." |
| Recurring End Date | Date that the system is to stop using this account on a recurring basis (or select it from the drop-down list). Available only if the Account Description is "Recurring." |
| Use 5 Digit Zip | If checked only the first five digits of the customer's zip code are sent to the payment vendor. This option prevents rejection of a transaction if the associated bank cannot handle nine-digit Zip codes. |
| Address Information tab |
| Contact | If the customer’s billing information is already in the system, select a contact from this drop-down. The remaining address fields are populated for you. |
| Contact Type | Type of contact associated with this record. |
| First Name | Customer’s first name. |
| Middle Initial | Customer’s middle initial. |
| Last Name | Customer’s last name. |
| Street 1 | Customer’s primary address. |
| Street 2 | Supplemental address information used for suite or apartment numbers, or other information that won’t fit in the Street 1 field. |
| Street 3 | Additional address information, if applicable. |
| City/State/Zip | Customer’s city, state, and zip code. |
| Country | Customer’s country. |
| Company | The customer’s company name, if applicable. |
3. Click **Save**. This adds the new credit card account to the list.

See also:

[Editing Accounts](/v1/docs/editing-accounts)