Client Management Additional Customer Data Entry Payment Options-Credit Card
Additional Customer Data Entry (continued)
Payment Options-Credit Card Setup
This menu option is used to setup Credit Card or Customer Bank information if the customer will be paying invoices electronically. Follow the steps below to set up Credit Card or Customer Bank information.
Credit Card Setup
1. From the Customer Explorer, highlight Payment Options. Right-click and select the Edit Electronic Funds Transfer option.
2. The EFT Setup form will be displayed. Credit card information is entered on the right side of this form. In the Cards on File field, press the drop-down arrow and select the option New CC.
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