Add Credit Card

Add a Credit Card Supplier

Follow the steps below to create a Credit Card supplier in the Address Book.

1. Navigate to the Address Book

1. Go to JobBag Menu
2. Select Address Book
3. Click New

2. Select Business Type

• Choose Business
• From the Business Type options, select Credit Card Supplier

3. Complete the Details Section

Enter all relevant business contact information in the Details section, including:

• Business name
• Address
• Phone and email details
• Any other applicable contact fields

4. Configure Address Book Type: Supplier – Credit Card

In the Address Book Type section:

1. Select Supplier: Credit Card
2. Add the relevant Kind
3. Enter the appropriate Trading Terms

5. Save the Record

You have two options:

Option 1: Create and Add Contact

• Click Create and Add Contact
• This saves the record and opens the Add Contact window to allow you to enter contact details immediately.

Option 2: Create

• Click Create
• This saves the record without adding a contact.
• You can add contacts later at any time.