Description: Payment Methods - This Tab allows the users to set up payment methods by adding the details of their personal and corporate cards.
Pre-Condition 1: The User must be logged into the Salesforce instance with valid credentials.
Pre-Condition 2: The users must be in the Salestrip Personal Profile page by typing SalesTrip on the Application Launcher.
Creating New Payment Methods
Step 01: Navigate to Salestrip Personal Profile Page
Step 02: Click on the "Payment Methods" Tab
Step 03: Click "New" to create a new payment method.
Step 04: Choose the Payment Card type by selecting Personal card or Corporate card.
Step 05: Enter the Card details and Cardholder details on the "New Payment Method" with all required fields.
Step 06: Click the checkbox box Default Trip Payment Method to make this payment method as your preferred payment method for all transactions.
Step 07: The saved payment method details can be viewed by clicking on the "Payment Method Name"