How to Add a Credit Card to KEAP
How to Add a Credit Card to Keap Policy * All Virtual Clients are Required to Have a Valid Card on File * Credit Card Numbers Are Confidential and Are Not Saved to Browser Cookies * Credit Card Numbers Are NOT Recorded on Sticky Notes or InfusionSoft Notes Task When a virtual client places a phone o…
How To Make a Credit Card Inactive in Infusionsoft
* Click Client's Name * Scroll down and click "Orders" * Scroll down to "Credit Cards" and click the "View" for the card which you wish to remove * In the pop up window click "Make Inactive" and "Save"
