Adding a Credit Card Payment Method
On the left at the top of the Payment Methods panel click the icon
On the right in the Payment Type drop down list select 'Credit Card'
If you want this payment method to be the default for the account enable the Default Payment Method option
Enter the name for the card Account Holder
Enter the Credit Card Number, Expiry Month and Expiry Year
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
If the 'Same As Billing Contact' setting is not enabled populate the card holder contact information and address details
Click the Save button when finished
Adding an ACH Payment Method
On the left at the top of the Payment Methods panel click the icon
On the right in the Payment Type drop down list select 'ACH'
If you want this payment method to be the default for the account enable the Default Payment Method option
Optional: enter the account holder, bank and other ACH details (see the 'Automated Clearing House (ACH)' section above for details on each field
Optional: Enter contact details for the ACH account holder>
Click the Save button when finished
Adding Cash/Check Payment Methods
On the left at the top of the Payment Methods panel click the icon
On the right in the Payment Type drop down list select 'Cash' or 'ACH'
If you want this payment method to be the default for the account enable the Default Payment Method option
Click the Save button when finished