Uploading Customer Card Information

Looking to start processing right away without waiting for a customer to pay you via phone, in office visit or online? Then uploading your customer's card information is definitely the way to go! This feature allows you to upload your customer's full information and run transactions without long waiting periods. To use this feature, please follow the quick directions below:

1. Go to Settings and from there select Credit Card Settings

2. Select the Upload Customer Card Data button

3. From there, download the sample file that's available for you to use as a guide

4. Make sure to fill out all the information on the spreadsheet and upload it back to the system

5. Once you see the success message you're good to go! The contact and their card information has been added to the system!



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