Skip to main content

Adding Card

This Guide walks you through adding credit or debitCredit/Debit card information on account

Prerequisites

  • Customer must exist and have access to customer account
  • Have all credit/debit card and customer billing information

Step-by-Step

  1. Start on the customer overview page

  2. Click on the Billing Tab next to the Overview Tab under Customer header

  3. Once on The Billing Page, click on the add button to pull up Credit/Debit form

  4. Fillout all Credit/Debit and billing information then click submit to add Card to system

Back to top