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

  1. In the RoleTailored client, open the Customers window, and then open the customer card.

  2. Click the Payments FastTab.

  3. In the Payment Method Code field, select the payment method for credit cards.

  4. Close the page.

See Also