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: