As a company administrator or authorized user, you can create a Credit/Debit Card payment source for use by authorized users within your company. Once a payment source is created, it can be edited or deleted from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: In the Current Payment Sources tab, click on the red + button to add a new payment source.
Step 3: Select your company, currency and the Card account type.
Please note that all fields with an asterisk (*) are required.