V3 Add or Edit Credit Card Information to an Account

To add or edit an Account's credit card information, you bust have an SA account integrated with one of our payment processors (Settings > Integrations).

To add or edit an Account's credit card information, go to CRM > Accounts > (Account Name). From the Review Account overlay, scroll down to the "Billing Info" panel to see if a credit card is currently on file. 

To make any changes, click Edit from the Actions list. Choose one of three options: No Card on FileAdd, or Edit.

 

No Card on File

If you have not integrated with a credit card processor, you will only see the billing information on the panel. When you go to Edit > Billing Information, you will only see the option to add a new card if you are set up with a processor:

mceclip0_-_2020-10-23T152326.446.png

 

Add

If you have integrated with a credit card processor but the Account does not have a card on file, there will be an option to Add a card as in the last screenshot. 

  1. Click Add Credit/Debit Card to open the "Add Credit Card" dialog.
  2. Use the Edit Credit Card overlay to enter the card details. Click Save Card when finished. mceclip1__28_.png
  3. When you are done making changes, click Save Account

Edit

If the Account has an existing credit card on file, click the image of the card on the Edit overlay to edit:

mceclip2__14_.png

If you click Edit Credit Card, you will see an Edit Credit Card overlay into which you can enter the new information. Note: To alter any of this information, even if the card number is the same, you must enter the full credit card number, expiration date, and CVV code. 

To remove a credit card, click the red trash can icon to the right of the card image.

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?