You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

Here are the steps on how to add a new 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.


 

 

 

 

  • No labels