Add an additional payment method to an existing customer record.

1. Click Credit/Debit/eCheck (Electronic Funds Transfer).
2. Click Add/Edit Customer.
3. Search for the customer. Enter the exact Customer ID and/or full or partial Customer Name and click Search.
   Note: If the search results in only one customer, the Edit Customer page displays showing the customer's information.

   If you cannot find the customer's record, click Search without any information in the search fields, or type part of the name — for example, “A” for Anderson, Andrew.

4. On the Edit Customer page, click Add New Payment Method.
5. Enter the appropriate financial institution account information and/or credit card information.
6. Click Save.