CARET Legal has an Accounts screen where all Bank and Credit Card Accounts are located.
To add a Credit Card Account:
Click the Accounting icon to access the Accounting module.
- Click on the Banks & Registers tab.
Click on View Bank & Credit Card Accounts in the action menu under the tab bar.
- Click + on the right of the tab bar and select New Credit Card Account from the drop-down list.
- The New Credit Card modal displays.
- The only field that is required is the ACCOUNT NAME indicated with a purple bar.
- Complete the other optional fields a you like.
- Select the ACTIVE checkbox or uncheck to deactivate.
- When the account has been created click Connect to Credit Card Account to link it with your provider.
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