Customer payment methods can be securely saved for faster and more convenient usage. Any payment methods added for a customer through Velocity will be synced with BigCommerce and any payment method added by the customer on the storefront will be synced with Velocity.

The Add payment method button allows you to securely add customer cards and bank accounts.

When adding a customer's bank account, a form will open where you can enter a customer's bank details. Select Enter bank details manually instead at the bottom of the form. Once added, customer bank accounts may not immediately appear in their list of payment methods.

Existing payment methods can be annotated and/or deleted via the Edit button. Payment method notes are only visible within Velocity and cannot be seen by the customer. The notes field can be useful for flexibly adding context to payment methods.

Store credit can be applied to orders by both customers and sales reps. To issue store credit to a customer, navigate to the Customer detail page and open the Store Credit tab. All store credit activity (including orders, manual adjustments, and refunds) is tracked in the history log on that same tab.