Select a Customer's Default Credit Card
Before you can perform this task
- Make sure you have a plan that allows for processing credit cards.
- Obtain a merchant ID and merchant key when you open a merchant account with Sage Payment Solutions.
- A customer record must have at least one credit card before you can select a default.
To select a default credit card for a customer:
- Open the customer's record. How?
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
- Select a customer from the list and click OK.
- Select a credit card in the Credit Card Name list, and then select Default Credit Card.
- Click Save and Close.
What do you want to do?
Add a credit card to a customer record