How to add Credit Card Information to a Customer's Account

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Adding credit card information using the Sales Order or Invoice form

  • Receiving a payment and you need to add credit card information to a customer's record, you may do so by clicking on the Payments button on the Sales Order or Invoice.
  • Payments pop-up window click on the Credit Card button.
  • Credit card pop-up window click on the Add New Card button.
  • Enter the information for the new card.

Adding credit card information using the Customers and Prospects form

  • Customers and Prospects form, click on the Pricing Defaults tab.
  • Click on the Credit Card Info button.
  • Click on the Magnifying Glass button next to an existing credit card record to edit the information or click on the Magnifying Glass button next to a new, blank record to add a new credit card.