To enable credit card payments, you must first set up a customer either on a customer card or on a sales order. In this procedure, you set up the payment method information for a customer, which can be useful if the customer pays most sales orders by credit card.
To set up payment method information on a customer card
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In the RoleTailored client, open the Customers window, and then open the customer card.
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Click the Payments FastTab.
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In the Payment Method Code field, select the payment method for credit cards.
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Close the page.