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.
Steps:
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On the left-hand navigation black bar, select SETTINGS
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Select Manage Bank & Credit Card Accounts under the Finance section
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Select +ADD NEW ACCOUNT orange button located on the right-hand side of the screen
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Select CREDIT CARD ACCOUNT
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Select +ADD NEW ACCOUNT orange button located on the right-hand side of the screen
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Select CREDIT CARD ACCOUNT
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Type in an ACCOUNT NAME, select the CREDIT CARD NUMBER (LAST 4 DIGITS ONLY), 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:
- Unable to see SETTINGS or Mange Bank & Credit Card Accounts.
- Bank accounts can't be edited. They can only be deleted.
- Each currency must have a Bank Account setup to proceed with payments.