Once a user has been created, you can assign a Credit Card to their record.
To assign a credit card
- Navigate to the People page.
Go to Setup> Overview> User Accounts or Setup> People
- Select the user's record. A menu appears.
- Click Card.
The Add Card page appears with the Card Holder Name automatically entered.
- Enter a Reference name.
- Click Expired, if necessary. This will indicate that the Credit Card is expired, when it is selected as Payment Type in the claim form.
- Enter the last 4 digits of the Account/Card Number.
- Click the Save button. The Credit Card record is created.
Click the Add button. The Credit Card record is added to the user. - Continue to add cards, if necessary.
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