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How to Allow Salespeople to Manage Customer Credit Cards

How to Allow Salespeople to Manage Customer Credit Cards

Overview


 By default, the system allows Administrators, Credit Managers, Sales Managers, Accounts Receivable, and Cashiers to add, edit or delete customer credit cards. If you want Salespeople to be able to manage credit cards as well, enable this setting, available from the Clearent Integration settings.

Information

Leaving this setting disabled, salespeople will only be allowed to process payments using cards previously saved.


Instructions

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