--- title: Steps to Add Credit Card Information to a User Profile: description: "The user has the option to add the Credit Card information either from the Customer Sales and Marketing Management or Customer Financial Management, depending on their roles: To add card information f" --- [Skip to content](https://faq.elecate.com/faq/how-to-add-a-credit-card-information#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en) 3. [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) # Steps to Add Credit Card Information to a User Profile: The user has the option to add the Credit Card information either from the Customer Sales and Marketing Management or Customer Financial Management, depending on their roles: **To add card information from Customer Sales and Marketing Management:** 1\. On the left side panel, go to **Sales & Marketing** 2\. Click on **Customer (CRM)** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-01-29-16-1758-PM.png?width=1394&height=755&name=image-png-Aug-27-2025-01-29-16-1758-PM.png) 3\. You can either select the **Create New Customer option or Customer Sales and Marketing Management:**  First, you will have to fill in the required information in the **Primary Contact Tab**, then move to the **Billing Tab** where you can add the card information:![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-01-40-11-6341-PM.png?width=1531&height=777&name=image-png-Aug-27-2025-01-40-11-6341-PM.png) Click on the Billing Tab, go to the Payment Information and select the Add Credit Card button: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-01-42-10-6250-PM.png?width=1544&height=925&name=image-png-Aug-27-2025-01-42-10-6250-PM.png) In the **Credit Card window**, you will have to **select the Card Type, enter the card number, CCV, name on the card, expiration Month, Expiration Year and the Cardholder Address:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-01-52-46-2612-PM.png?width=1701&height=849&name=image-png-Aug-27-2025-01-52-46-2612-PM.png) Do not forget to **click on Save.** **To add card information from Customer Financial Management:** 1\. On the left side panel, go to **Finance & Accounting** 2\. Click on **Customer Financials** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-04-48-4100-PM.png?width=1910&height=929&name=image-png-Aug-27-2025-02-04-48-4100-PM.png) 3\. Select **Customer Financials** 4\. Choose **Customer Financial Management** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-08-28-0490-PM.png?width=1914&height=928&name=image-png-Aug-27-2025-02-08-28-0490-PM.png) 5\. You can either select **an existing customer** or create a new by clicking **on New Entry:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-11-10-4539-PM.png?width=1906&height=845&name=image-png-Aug-27-2025-02-11-10-4539-PM.png) 6.If you selected the New Entry Option, fill in the required information in the **Contact Tab:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-27-27-3365-PM.png?width=1565&height=930&name=image-png-Aug-27-2025-02-27-27-3365-PM.png) In the **Billing Tab**, go to the **Payment information section** and click on **Add Credit Card button:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-29-11-3833-PM.png?width=1396&height=917&name=image-png-Aug-27-2025-02-29-11-3833-PM.png) In the **Credit Card window**, you will have to **select the Card Type, enter the card number, CCV, name on the card, expiration Month, Expiration Year and the Cardholder Address:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-33-35-7287-PM.png?width=1813&height=858&name=image-png-Aug-27-2025-02-33-35-7287-PM.png)   - 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