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

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.