You can store multiple credit cards for each customer, as well as multiple bank accounts. (Note that your system may not be enabled for both payment types.) You can add new cards/accounts while entering new payments and recurring payment schedules. (See New Payments and Schedules in Chapter 4.)
Each Customer Record contains one default Credit Card and one default Bank Account. The first account added for each payment type is automatically assigned as the default. The default account is used for all payment and payment schedule imports. It is also selected automatically on the collect new payment screen and for all online payments. (A different account can always be selected for use with the transaction instead of the default account.)
Credit Card and bank accounts can also be saved in ReceivablesPro as part of imports. When importing a Customer batch, you can include one credit card account and one bank account with the Customer Record. (See Importing a Customer Batch above.)
When importing a payment batch, you can include an individual payment account (either credit card or bank account, depending on payment type) that will be saved in ReceivablesPro. (See Importing One-time Payments in Chapter 4.)
You can also add cards/accounts from the Edit Customer Details screen, as well as editing and deleting existing cards/accounts, and setting or changing the default account. The following sections cover how to do this.