Navigation: Customer > Settings > Credit Cards/eChecks > Credit Cards
Customer Settings - Credit Cards menu
1.Click and the Add Customer Credit Card form will open. The Address is automatically populated with all of the details entered on Customer form but you can change any field if necessary. 2.Fill in the Credit Card Number, the Expiration date (the first drop down list is to select the month and the second drop down list is to select the year) and the Security Code that is located on the back of the card. 3.If you would like the Credit Card you are entering to be the default credit card when payments are processed, just check the Make this Default Credit Card option. 4.Click when all of the information is entered to save the record. |
1.Select the Credit Card you want to update by clicking on it. 2.Click and the Edit Customer Credit Card form will open. 3.Make any necessary changes. 4.Click and the changes will be saved. |
1.Select the Credit Card you want to delete by clicking on it. 2.Click 3.Select YES when prompted for confirmation. Note: The record will be deleted from the database, but you can add it back at any time. |
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