Lead Record: Billing Box

Click the downward arrow to expand the Billing Box.  Input billing information and preferences in this box.

Fill out the appropriate boxes.  Click the Plus button to add a credit card. 

Fill in the necessary information and ensure the address is the billing address for the credit card.  If credit card payments are processed outside of CLEO, click save.  If credit cards are processed in CLEO, click the Save and Tokenize button.  A successful tokenization will generate a sequence of numbers and letters that will appear in the Token box and will automatically save.