How to Add Credit Card Information into a Contact’s Record

1. Please make sure you have completed the integration of your Eleo database and one of the payment processors that we integrate with. See additional documents for each processor in the Eleo Library.

2. From any screen, you may either use the Search bar, Lookup tab, or the Contact Search (Contacts > Search Contacts), to pull up a contact.

3. After clicking on the corresponding record, select the ‘Credit Cards’ tab.

4. Press ‘Add Credit Card’.

5. This popup will appear. Please confirm, or edit the information related to the Credit Card,

and press ‘Add Card’.