Client Management           Additional Customer Data Entry           Payment Options-Credit Card

Payment Options-Credit Card Setup (continued)

3.  Most of the fields on the form are required; see each field below and on the following page for data entry instructions.

Name On Card – Enter the name of the card holder.

Type – Select the type of credit card from the drop-down list.

Expiration – Enter the two-digit month and two-digit year of when the credit card expires.

Bill Street Address – The billing address will default from the customer's primary billing address.  If this is not the correct billing address for the credit card, make the necessary corrections.

Bill Postal Code – The bill postal code will default from the customer's primary billing address.  If this is not the correct billing postal code for the credit card, make the necessary corrections.

Payment Method – Select the credit card type from the drop-down list.

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