How to: Set Up Customer Payment Methods
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
In the Search box, enter Customers, and then choose the related link.
Select the customer you want, and on the Home tab, in the Manage group, choose Edit.
Expand the Payments FastTab.
In the Payment Method Code field, select the payment method for credit cards.
Choose the OK button to close the window.
See Also
Tasks
How to: Set Up Credit Card Payment Methods