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Account Payment Methods are configured in Account / Overview / Payment Method. |
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The Payment Methods listing on the left of the screen shows the payment methods that are setup on the account. The list contains details which include:
Which payment method is the default method on the account (noted by the icon and 'Default' text)
The payment type (credit card, ACH, etc.)
Payment method details such as credit card expiry datesthe payment type, whether it is active and whether it is setup for Auto Pay (automatic payment collection via a bill run which is set to collect payment)
When you select a payment method in the list additional payment details will be displayed on the Edit Payment Method panel. These details are explained below.
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The information in this panel reflects the currently selected payment method. From here you can change payment method details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Credit Card Payment Method Details
Payment Type - this indicates the method of payment
Default Payment Method - if enabled the currently selected credit card payment method will be set as the default method on the account (the credit card will be used when the account is billed). There must be one default payment method set on an account
Account Holder - indicates the full card holder name on the credit card
Expiry Month - the month the card expires
Expiry Year - the year the card expires
Same As Billing Contact - if enabled the billing contact address and contact information setup on the account will be used as the card holder address and contact information
Contact and Address Details - specifies the card holder address and contact information. These details do not need to be populated if the 'Same as Billing Contact' option is enabledName - a unique name that describes the payment method (e.g. Mastercard)
Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)
Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection
Payment Type - this indicates the type of payment, in this case Credit Card
Description - optional field that allows you to capture additional information about the payment method
Credit Card Number - the masked card number which exposes only the final four digits
Automated Clearing House (ACH)
Payment Type - this indicates the method of payment
Default Payment Method - if enabled the currently ACH payment method will be set as the default method on the account (the ACH will be used when the account is billed). There must be one default payment method set on an account
Account Holder - indicates the full account holder name for the bank account
Bank - indicates the bank the account is under
Route - indicates the nine digit bank routing/routing transit number used to identify the bank
Bank Account Type - indicates the type of bank account (checking, savings, etc.)
Contact and Address Details - the remainder of the fields specify contact details for the account holderName - a unique name that describes the payment method (e.g. ACH)
Active - indicates if the payment method is active (can be chosen as the payment method when making a payment)
Auto Pay - indicates that the payment method can be used to collect payments automatically using a bill run setup to collect payments. Only one payment method on an account can be setup for automatic payment collection
Payment Type - this indicates the method of payment, in this case ACH
Description - optional field that allows you to capture additional information about the payment method
Account number -the masked account number which exposes only the first 3 digits
Cash & Check
The Cash and Check payment methods have an option to be setup as the default payment method, no other details are required for these payment methods.