Ready to streamline your payment process and enhance customer satisfaction? Here's how you can seamlessly add a credit card to your customer's profile:
1. Navigate to Company Data > Customer List.
2. Find and select the customer you want to edit.
3. Within the customer's profile, locate the 'Credit Cards' section.
4. Click on "New Credit Card" to begin.
5. Enter the necessary details and hit save.
By opting for the 'Swipe' feature, watch as the card details automatically fill in, saving you precious time!
But wait, there's an even easier way!
Simply process payments directly from the invoice level and with just one click, select 'Save this card for future payments'. No more hassle of re-entering card details every time –
it's that easy!
With these simple yet effectve steps, you'll have that card securely stored in no time, ensuring smooth transactions for you and your customers!