Add a Credit Card to a Customer's Account

There are three ways in which a new credit card can be added to a customer's account:

1. In Customer Profile

Scroll down to Credit Cards and click Add New Card. 

Note: If you have ACH enabled, you will see Accounts as the section name.

2. Receiving Payment

When receiving payment, select Credit Card as the Payment Method. Then, click the Credit Card dropdown and select Add New Card.

3. Creating an Order

This is only true when placing an order for a customer that is using an Automated Credit Card Payment Policy. 

Updated: 3/7/2025