This topic describes how to configure a Customer record with credit card information for the purpose of invoice payments. This information assumes that credit card processing is already setup in Q360.

To add a credit card to a Customer record, complete the following steps:

1. Open the Customer form related to the credit card you want to add.
2. Click the Edit icon.
3. Go to the Company sub-tab and click the Credit Cards button.
4. Click the Add icon.
5. Enter the required credit card details. Check the Default box if this is the default credit card to use for the customer.
6. Click the Save icon.

On an invoice for the customer, you can now view and select the entered credit cards for the customer.