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How to Edit a Customer's Payment Method
How to Edit a Customer's Payment Method

Learn how to enter or edit a customer's bank account or credit card payment in the admin portal

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Follow the steps below to set up or edit a customer's payment method (ACH or credit card):

Set Up a New Bank Account or Card

To set up a new bank account or credit card, head to the Billing page of an Account. 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.

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.

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.

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.

Edit an Existing Bank Account or Card

To replace an existing bank account or credit card, follow these steps:

  1. Delete the current payment method by clicking the trashcan icon on the far right (see screenshot below).

  2. 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."

  3. 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.

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