1. Select Add Credit Card to add a new credit card record to a contact or organization.
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2. Complete the fields marked with a red asterisk (*):
Field | Description |
Card Number | Credit card number used during the payment process. |
Name on the card | The organization or contact name on the credit card. |
Credit card type | A drop-down list of available credit card providers. |
Expiry | The expiry date of the credit card in the format of MMYY. |
3. Select Create. The solution confirms that you've successfully created the credit card record.
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4. You can use credit cards saved to a contact or organization account while creating credit/debit gift transactions. Credit cards are referenced in the Payment Method field of the transaction.