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Account Payment Methods

Last Updated: Feb 10, 2021

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

Overview

The Payment Method screen allows you to view, edit, add and delete payment methods on an 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:

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

  • Payment method details such as the payment type, whether it is active and whether it is setup for Auto Pay (automatic payment collection via a bill run which is set to collect payment)

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

  • Name - a unique name that describes the payment method (e.g. Mastercard)

  • Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)

  • Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection

  • Payment Type - this indicates the type of payment, in this case Credit Card. Only payment types supported by your payment gateway will be listed here

  • Description - optional field that allows you to capture additional information about the payment method

  • Credit Card Number - the masked card number which exposes only the final four digits

Automated Clearing House (ACH)

  • Name - a unique name that describes the payment method (e.g. ACH)

  • Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)

  • Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection

  • Payment Type - this indicates the method of payment, in this case ACH. Only payment types supported by your payment gateway will be listed here

  • Description - optional field that allows you to capture additional information about the payment method

  • Account number -the masked account number which exposes only the first 3 digits

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.