Credit card information can be stored from the contact list, through a contact profile, or an existing Credit Receivables transaction using a valid ProPay or Stripe account. For security reasons, the payment processor stores the card data, and once a payment method is added, the full card number cannot be accessed.
Important: Entering credit card information in any area other than the designated payment section of Boulevard is not PCI compliant and is strictly prohibited.
Before proceeding, ensure your payment processor account information has been added. See Connect Your ProPay or Stripe Account for detailed steps.
Locations:
From the Contact List or Profile Toolbar: A payment method can be added from the contact list toolbar, profile slideout, or contact profile toolbar.
From Credit Receivables: A payment method can be entered from Credit Receivables for pending transactions without card information for the contact or if the card was declined.
Add or Update a Payment Method: The top of the pop-up indicates which payment processor you selected in Preferences (currently ProPay or Stripe). At this time, only one card can be stored for each contact.
From the Contact List or Profile Toolbar
From the sidebar navigation, click 
Contacts, then Contact List.
Select the contact to view their profile slideout. From the Actions menu, choose Manage Payment Method. Alternatively, select the payment button 
from the contact list or profile toolbar, then select Manage Payment Method.
From Credit Receivables
From the sidebar navigation, click
Business Tools, then Credit Receivables.
Select the checkbox next to the pending transaction. Then, from the toolbar, select the manage contact information button 
then choose Manage Payment Method.
Add or Update a Payment Method
To replace a card, first select the card to be removed, then choose Delete. To add a card, choose Add, then enter the applicable information. When finished, depending on the processor, select Save Card or OK.
Ensure the correct processor you want the payment to be stored with is displayed. To change processors, see Connect Your ProPay or Stripe Account.
Additional Information:
To submit a payment through Boulevard after adding their payment information, you can post a payment, then see Handling Credit Card Payments. Alternatively, you can email a direct payment link. Upon receiving the email, the customer can enter their payment information and complete the transaction immediately. It will then automatically update their account balance and be reflected on the Payment History report.