Here are the steps on how to add a credit card to the customer:

  1. Click the Sales menu and Click Customers. This will open the Customer Search screen.

  2. Select Customer and click open toolbar button.

  3. Navigate to Customer tab | Misc tab
    1. Under Credit Cards, click add button and this will open Add Credit Card Screen and fill out the required fields.
    2. Click Save Card
    3. Prompt message will be displayed once card is successfully added
    4. Click Ok toolbar button and Add Credit Card screen will be closed. Added credit card is now available under Credit Cards grid.


 

 

 

 

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