Search for a Credit Card

Use the Lookup tab in the Payment Instrument dialog box to search for a credit card and add it to the Method list box.

To search for a credit card

1. In the Task Panel navigation tree, do one of the following:

• Click Payments.

• Click Arrangements.

2. Click the Search icon next to the Method list box. The Payment Instrument dialog box appears.

3. Click the Lookup tab and then click Card.

4. In the Last Four Digits box, type the last four digits of the credit card number and then click Lookup. The system displays the credit card in the Method list box.

Related Topics

Payment Instruments

Arrangements