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Adding Payment Methods

Last Updated: May 08, 2020

Adding a Credit Card Payment Method

  1. On the left at the top of the Payment Methods panel click the (emoji) icon

  2. On the right in the Payment Type drop down list select 'Credit Card'

  3. If you want this payment method to be the default for the account enable the Default Payment Method option

  4. Enter the name for the card Account Holder

  5. Enter the Credit Card NumberExpiry Month and Expiry Year

  6. Enable the Same As Billing Contact option if the card holder address and contact information matches the information setup on the Account's Billing Contact

  7. If the 'Same As Billing Contact' setting is not enabled populate the card holder contact information and address details

  8. Click the Save button when finished

Adding an ACH Payment Method

  1. On the left at the top of the Payment Methods panel click the (emoji) icon

  2. On the right in the Payment Type drop down list select 'ACH'

  3. If you want this payment method to be the default for the account enable the Default Payment Method option

  4. Optional: enter the account holder, bank and other ACH details (see the 'Automated Clearing House (ACH)' section above for details on each field

  5. Optional: Enter contact details for the ACH account holder>

  6. Click the Save button when finished

Adding Cash/Check Payment Methods

  1. On the left at the top of the Payment Methods panel click the (emoji) icon

  2. On the right in the Payment Type drop down list select 'Cash' or 'ACH'

  3. If you want this payment method to be the default for the account enable the Default Payment Method option

  4. Click the Save button when finished