Operations CRM - Turning on Card Payments at Checkout

1. Navigate to "CRM" section

   In order to allow customers to use credit cards at checkout, you will first need to enable your credit card payment system either globally or per customer. This is covered in other help pages. Once you have that configured, you can follow these steps to enable credit card payment per customer at checkout. Navigate to the "CRM" section in the operations portal.

   

2. Click "Companies"

   Click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Search for the company you would like to update the card payment setting for.

   

4. Click the more details icon

   Click the more details icon.

   

5. Locate "Can Use Credit Cards" dropdown

   Scroll down to the "Payment" section and locate the "Can Use Credit Cards" dropdown. Select "Yes" to enable credit card payments at checkout for this company, or "No" to restrict them to other payment methods only.