AudienceView Connect
AudienceView Documentation

Adding Default Payment Information for a Customer Account

On the Customer|Basic page, you can use the payment information section to store default payment information to be used whenever the customer account is associated with an order. Users can change the payment information when creating an order.

To add the default payment information, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer account you are adding default payment information to. For more information, refer to Searching for a Customer or Contact.
    If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
  3. Select the Basic tab, if necessary.
  4. Click 'Add Payment Method'.
    The payment information section expands, displaying a 'Payment Method' dropdown.
  5. Select the desired payment method from the 'Payment Method' dropdown.
  6. Enter the default payment details into the applicable fields of the payment information section. For more information, refer to Payment Information Section.
  7. Click 'Apply'.
    A window confirms that the application updated the customer.
  8. Click 'OK'.