Adding/deleting the credit card info

Managing Customer Credit Card Information in XoroERP Customer Centre

Overview: The XoroERP Customer Centre module provides users with the ability to efficiently manage customer credit card information. This feature allows users to add or delete credit card details, enhancing the flexibility and control over customer payment methods.

Adding Customer Credit Card Information:

1. Access the Customer Centre:

   • Open the "Customer Centre" module from the main menu.

2. Select the Customer:

   • Locate and select the customer for whom you wish to add credit card information.

3. Open Customer Details:

   • Double-click on the selected customer to open their details in a pop-up window.

4. Navigate to Payments:

   • In the pop-up window, select the "Payments" tab.

5. Add Credit Card Information:

   • In the top right corner, click on the "Credit Card Info" button.

• Enter the required credit card details.

• Click "Confirm" to save the information.

• Finally, click "Update" to apply the changes.

Deleting Customer Credit Card Information:

1. Access the Customer Centre:

   • Open the "Customer Centre" module from the main menu.

2. Select the Customer:

   • Locate and select the customer whose credit card information you wish to delete.

3. Open Customer Details:

   • Double-click on the selected customer to open their details in a pop-up window.

4. Navigate to Payments:

   • In the pop-up window, select the "Payments" tab.

5. Delete Credit Card Information:

   • Click on the bin icon next to the credit card information you wish to delete.

Benefits

• Efficiency: Quickly and easily manage customer credit card information directly from the Customer Centre.

• Control: Provides the ability to maintain accurate and up-to-date payment information, ensuring seamless transactions.

• Flexibility: Offers the option to update or remove credit card details as needed, catering to customer preferences and requirements.

This feature streamlines the process of managing customer payment methods, enhancing the overall efficiency and user experience within the XoroERP system.