Set Up Credit Card Payment Methods (Company)

1. Navigate to "CRM"

   Navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies".

   

3. Enter the company name or company code

   To search for the company, you can browse the list of companies or enter the company name or company code in the "Search" field.

   

4. Go to company's details screen

   Click on the more details icon to go to the company's details screen.

   

5. Click "Card Payment System"

   Scroll down until you see the Payment section. Then, click on the "Card Payment System" dropdown.

   

6. Select your payment provider

   Select the payment provider that you have your integration set up with.

   

7. The Credit Card payment option is now available

   Once configured, the Credit Card payment option is now enabled for this customer.