Create and save a Credit Card

Step 1 To create and save a credit card

  1. On the Home page, click Accounting
  2. Click Credit Cards
Step 1 To create and save a credit card

Step 2 Create

  1. On the Credit Card page, click the blue Create button.
Step 2 Create

Step 3 Add information

  1. In the new Credit Card modal, you must complete the following fields:
    • Cardholder Name
    • Card Number
    • Expiration Date
    • CVV
  2. Indicate if you would like it to be a default credit card for future orders. If you have a default card selected previously, this will replace that default card for future orders. Note: ITMA payments will not change to this card, until the ITMA program is updated.
  3. Save for Future Use will always be checked when entering from the Credit Card page.  
    • Hovering over the ? icon will display terms & conditions for saving this card.
  4. Click Next to add Billing Address.
Step 3 Add information

Step 4  Add Billing Address

  1. Select an existing address. Use the arrows to see all available addresses.
  2. OR enter details for new address
  3. Click Submit to create your card associate with your selected billing address.
Step 4a Add Billing Address
  1. Card is stored and ready to be used for future payments. 
Step 4b Card is saved