Credit Cards

To add Credit Card acceptance for a producer:

1.In the backend, go to the Manage Producer page and click the Credit Card button in the top menu. 

2.Click the Add new credit card authorizing party link.

3.Select the credit card authorizing party you want to add from the drop down

4.Enter the information provided by the credit card authorizing party.

5.Click the Save button.

To Setup Credit Card Acceptance for a company:

1.Click on Manage companies on the backend menu.

2.Click on the Billing icon  to the right of the company you which to accept credit cards.

3.Select the Add New Billing Method link and select Credit Card and select the credit card processor that was set in Manage Producer > Credit Cards.