This article will show you steps on how to set up a new Customer payment method, as well as how to edit a current one.
How to Set Up a New Payment Method
Follow the steps below to set up or edit a Customer's payment method (ACH or credit card).
Step 1 - Customer Billing Page
Head to the Billing page of an Account. You get there by searching for a customer and clicking on the Billing tab of their Account.
Step 2 - Auto-Pay Settings
On the right side, you will see a heading, "Auto-Pay Settings." Under this heading is where you can set up one ACH/bank account and/or one credit card per account.
Step 3 - Add Bank Account (ACH)
Under "Bank account on file," select "Set up new account" to set up a new bank account. Here you will see three fields:
Name on account
Routing number
Account Number
The image of a paper check shows where on a check these numbers can be found. Routing numbers can be googled using the bank's name, and customers can find their account number on their bank statement.
After entering these numbers, be sure to click "Save" to save the payment method.
Step 3b - Add Credit (or Debit) Card
Under "Credit card on file," select "Set up new card" to set up a new debit card or credit card. Here you will see five fields:
Card number
Name on card
Card expiration date
Card zip/postal code
CVV code (three digits on the back of the card)
After entering the above information, be sure to click "Save" to save the payment method.
NOTE: To add more than one bank account or credit card to an account, you will have to set up one or more additional payers.
How to Edit an Existing Payment Method
To replace an existing bank account or credit card, follow these steps:
Step 1 - Customer Billing Page
Head to the Billing page of an Account. You get there by searching for a customer and clicking on the Billing tab of their Account.
Step 2 - Auto-Pay Settings
Delete the current payment method by clicking the trashcan icon on the far right (see screenshot below).
Step 3 - Edit Bank Account (ACH)
For ACH/bank accounts, select "Set up new account" to set up a new bank account. Enter the customer's name, bank routing number, and account number, and click "Save."
Step 3b - Edit Credit (or Debit) Card
For credit cards, select "Set up new card" to set up a new debit card or credit card. Enter the card number, customer's name, expiration date, zip code, and CVV code. Click "Save" to save the payment method.