Creating cards

Step 3: Enter payment details (customers)

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9


If you haven’t already read the Cards Overview, see Payment Details view (customer cards) for more information.

The Card Information window of the customer for whom you wish to enter payment method details should be displayed.

  1. Click the Payment Details tab.
  2. Select the method of payment. Depending on the method chosen you may wish to enter other relevant information.
  3. Continue to Make a Contact Log entry.

Creating cards - Step 3