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Saving payment method while processing a payment
Saving payment method while processing a payment
Updated over a year ago

Customer profile, select Billing Tab and click on Take Payment

Located in the upper right hand of the page

Click on Credit Card (or ACH)

Select "New Card"

Enter Card information

Select Save Method

Enter amount to be charged

Select Post

**Card information and Amount must be entered to process payment

Card information saved

The card information will now be saved on file as well as payment processed for the specific amount entered

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