Goal:
- Adding credit card accounts.
- How do I add a Credit card account?
- Manage credit cards, edit credit cards, add credit cards
The following article outlines how to add a credit card account.
You must be a Superuser or have custom permission to access Finance Settings to complete the following steps
Steps:
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Navigate Settings → Manage Bank & Credit Card Accounts.
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Click + Add New Account on the right-hand side of the screen
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Click Credit Card Account
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Type in an Account Name, select the Credit Card Number (only the last 4 digits are required), Currency, Credit Card Provider, Credit Card Network
- Ensure to populate the field Assign Users to Credit Card
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Select Add Card when finished
Additional Information:
- For data integrity, Bank accounts can only be deleted. Bank Account details cannot be edited.
- Each currency must have a Bank Account setup to proceed with payments.