How to Add Credit Card Information into a Contact’s Record
Please make sure you have completed the integration of either EleoPay or Stripe to your Eleo database. See additional documents for each processor in the Eleo Library.
- Navigate to the contact that you would like to add information to. Click the 'Payment Accounts' tab.
- Click 'Add Credit Card'.
- Enter credit card information, then click 'Add'. You can choose whether or not you would like to make this their default payment information, as well.
