Modify a Customer's Credit Card

To modify a credit card in a customer record:

1. Open the customer's record.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
   3. Select a customer from the list and click OK.
2. On the Credit Card tab:
To rename an existing credit card

Select a credit card from the Credit Card Name list, click Rename and enter a new name.

To modify a credit card

Select a credit card from the Credit Card Name list, and modify the details.

To delete a credit card

Select a credit card from the Credit Card Name list, and click Remove.

3. Click Save and Close.

What do you want to do?

Add a credit card to a customer record

Select a default credit card in a customer record

Add a customer record

Delete a customer record

Published: June 21, 2016
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