1
Navigate to the client's primary account holder (this user has a star next to their name if multiple people are linked to the account).
2
Scroll down to "Billing Information", hover over the grey borderline, and click "EDIT".
3
Switch 'EFT Enabled' from "No" to "Yes" and click "Manage Payment Methods"
4
Select payment method.
5
Enter credit card information.
6
Click "Verify"
7
Enter the name on the credit card.
8
Enter a card name or nickname for the credit card. Ensure the Billing Address is 'Same as Contact', if applicable. Ensure the payment method is available on POS.
