How to Add Credit Card Details to an Account in CRM

Overview:

This article guides users how to add credit card details to an account in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Ensure that All Accounts is selected as your listing so that all accounts are displayed. If it is not, click the drop-down menu (default view would be My Active Accounts) and select All Accounts from the list.

7. Use the Filter By option or the Quick Find icon to locate the specific account.

8. Once you locate the specific account, click the Account Name (displayed as a hyperlink) to open the account details.

9. Click the Credit Card Details tab.

10. Click Add Credit Card.

11. A new window will appear prompting you to enter the following credit card information:

    • Card Number

    • Cardholder’s Name

    • Expiry Date

    • Security Code

    • Billing Address

    • Postal Code / ZIP Code

    • Country

12. After entering all the required information, click Confirm to save the credit card details.