Customers can store payment information so that it does not have to be entered every time they make purchases online or in person.
To store payment information:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer you are adding default payment information to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select the Basic tab, if necessary.
4.Expand the Payment Information - X Methods section
5.Click 'Add Payment Method'.
6.Select the payment method from the 'Payment Method' dropdown.
The available fields depends on what is selected from the 'Payment Method' dropdown
7.Enter the payment details:
▪Standard Payment Information - X Methods
8.Click 'Apply'.
A window confirms that the customer was updated.
9.Click 'OK'.
