Did you receive an error while adding the customer's credit card information, sales217?
You can add the payment and billing details under the customer’s profile. Here's how:
- Click Sales on the left pane.
- Select Customers.
- Select the customer from the list.
- Click Edit in the upper right hand of the screen.
- Choose the Payment and Billing tab.
- Pick your Preferred payment method and click the Enter credit card details button.
- Enter the credit card information.
- Hit Save, then Save again on the Payment and Billing tab.
After saving, you can only view the last 4 digits of the card number. For more information, refer to this article: Edit a customer’s credit card information.
I'm here if you have further questions about saving customer information here in QuickBooks.
