How do I add a payment card to a customer’s profile?

How do I add a payment card to a customer’s profile?

Important: 

• You must add a customer for recurring billing before you can add a payment card to their customer profile.
• The Payments Portal does not save the payment card’s CVV or use it when running recurring billing transactions.

To add a payment card to a customer’s profile:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1.On the toolbar, click Recurring Billing.

Step 2.Click the customer’s record to open the detailed view.

Step 3.Click Add a New Card.

Step 4.Enter the Card Information:

  a. Type the Card Number.

  b. Using the month and year drop-down menus, select the Expiration Date.

  c. Type the Name on Card.

  d. Type the Street Address.

  e. Type the Postal Code.

Step 5.Click Save Card.

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