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)

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:

Click on the Billing Tab, go to the Payment Information and select the Add Credit Card button:

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:

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

3. Select Customer Financials

4. Choose Customer Financial Management

5. You can either select an existing customer or create a new by clicking on New Entry:

6.If you selected the New Entry Option, fill in the required information in the Contact Tab: 

In the Billing Tab, go to the Payment information section and click on Add Credit Card button:

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: