Here are the steps to add a credit card number to your customer's file.
Before entering a credit card number into a customer's file, you will need to have either Stripe or Square set up. If you don't, click here for a walk-through. If you already have a credit card processor set up, go to the next step.
Go to your contacts.
Choose the customer you want to add a card to. Click to access their file.
On the customer profile, click Actions, and select Manage Credit Cards.
On the pop-up window, click the Add or Charge Credit Card button.
And finally, you will see the last screen that will allow you to add a credit card number.
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