Payment Information

Order payments require some basic information that first needs to be entered into the system in order to apply a payment. Payment information that needs to be entered includes credit card numbers, any tax exemption certificates, and intended payment date and terms if you allow customers deferred payment options.

Path: Orders > Order Manager > Billing

Payment Information

Sales Tax Exemption

Refer to the Tax Exempt section to learn how to set up a customer as tax exempt and to store an exemption certificate.

Credit Card Storage

Follow the steps below to add a credit card to an account from the Order Manager.

Important: This list of credit cards is not available to customers to select from when placing an order on the website. Customers must enter credit card information each time they order.

Step	Action
1	From the order's Order Items screen, click on the Billing link.
2	All credit cards associated with an account display in the Credit Cards box. Click on the Add New Credit Card link to assign another card to the account.
3	Enter the credit card information and click Add.
4	The new card is added to the Credit Cards list.
5	The new card is also available as a form of payment in the Payments box drop-down list.
6	Click on the icon to remove a credit card from the list.