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Account Payment Methods

Last Updated: Jul 29, 2020

Account Payment Methods are configured in Account / Overview / Payment Method.

Overview

The Payment Method tab allows you to view, edit, add and delete payment methods on the account. Below you will find an overview on all of the contents of the Payment Methods screen followed by guides walking you through actions you can perform.

The Payment Methods Panel

The Payment Methods panel on the left of this screen allows you to select a payment method so that you can view and edit payment method details within the Edit Payment Method Panel on the right. Actions are also available on the left above the Filter Payment Methods text box which are described below.

Actions

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Description

Deletes the selected payment method from the account

Adds a payment method to the account

Payment Method List

The Payment Methods listing on the left of the screen shows the payment methods that are setup on the account. The list contains details which include:

  • Which payment method is the default method on the account (noted by the  icon and 'Default' text)

  • The payment type (credit card, ACH, etc.)

  • Payment method details such as credit card expiry dates

When you select a payment method in the list additional payment details will be displayed on the Edit Payment Method panel. These details are explained below.

The Edit Payment Panel

The information in this panel reflects the currently selected payment method. From here you can change payment method details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Credit Card Payment Method Details

  • Payment Type - this indicates the method of payment

  • Default Payment Method - if enabled the currently selected credit card payment method will be set as the default method on the account (the credit card will be used when the account is billed). There must be one default payment method set on an account

  • Account Holder - indicates the full card holder name on the credit card

  • Expiry Month - the month the card expires

  • Expiry Year - the year the card expires

  • Same As Billing Contact - if enabled the billing contact address and contact information setup on the account will be used as the card holder address and contact information

  • Contact and Address Details - specifies the card holder address and contact information. These details do not need to be populated if the 'Same as Billing Contact' option is enabled

Automated Clearing House (ACH)

  • Payment Type - this indicates the method of payment

  • Default Payment Method - if enabled the currently ACH payment method will be set as the default method on the account (the ACH will be used when the account is billed). There must be one default payment method set on an account

  • Account Holder - indicates the full account holder name for the bank account

  • Bank - indicates the bank the account is under

  • Route - indicates the nine digit bank routing/routing transit number used to identify the bank

  • Bank Account Type - indicates the type of bank account (checking, savings, etc.)

  • Contact and Address Details - the remainder of the fields specify contact details for the account holder

Cash & Check

The Cash and Check payment methods have an option to be setup as the default payment method, no other details are required for these payment methods.