Credit Card Setup from the EFT Processing Form

On the main application menu, expand the Accounts Receivable module, then select the EFT Processing menu option.  The Payment Processing form will be displayed.  Click on the Payment Methods button at the upper right of the form to setup a new credit card or bank account.

The remainder of the process is the same for setting up a credit card from a customer record.  Click on the link for the remainder of steps to follow.

Setup a Credit Card from a Customer Record