Accessing Payment Methods and Tax Settings
Open the Customer Center.
Search for and open the customer record.
Use the left-hand menu to navigate to the Payment Methods or Tax Settings section.
Managing Credit Card Information
In the Payment Methods section, you can add or remove credit card details for the customer. These are typically used for quick payment processing during or after auctions.
Click Add Payment Method to enter a new card.
Cards may be tokenized and stored securely via your integrated payment processor.
You can set a card as default for future transactions.
Note: Access to credit card data may be permission-restricted depending on your user role.
Setting a Customer as Tax Exempt
To mark a customer as tax exempt:
Open their Tax Settings.
Check the box labeled Tax Exempt.
Enter a Tax Exempt Number or note, if required.
The system will automatically exclude tax on invoices for this customer.
Applying Custom Tax Rates
If needed, you can assign a specific tax rate to an individual customer:
Go to Tax Settings in the customer record.
Choose the applicable tax rate from the dropdown.
This overrides your default sales tax configuration for that customer.