Below are the steps to create a Payment Card that will show as a Payment Option when creating Sales Order:
- List > Relationship > Customer
- Select “Fairway Electric Group”
- Click Edit
- Click Financial Subtab
- Under Payment Instruments
- Click New Payment Card
- Fill in pop-up form.
- Click Save
To check if the Payment Option is now showing, navigate to:
- Transactions > Sales > Enter Sales Order
- Select “Fairway Electric Group” as Customer
- Click Billing Subtab
- Click Payment Option