Adding a customer payment method

You can associate a payment method with a customer record, so that it is can be used when you create an order for the customer.

1. Log on to Sterling™ Call Center. The Home page opens.
2. Search for a customer. The Customer Details screen opens.
3. In the Related Tasks panel, click Manage Business or Manage Consumer as applicable. The Manage Business or Manage Consumer screen opens accordingly.
4. Click the Payment Methods tab.
   The existing payment methods, if any are shown.
5. Click Create Payment Method. The Add Payment Method window opens.
6. Select a payment method, enter the appropriate details, and click Apply. The payment method is added to the customer.
7. Click Confirm. The payment method is saved to the customer and the Customer Details screen opens.