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Account Payment Methods are configured in Account / Overview / Payment Method. |
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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).
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Name - 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. Only payment types supported by your payment gateway will be listed here
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
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Name - 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. Only payment types supported by your payment gateway will be listed here
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
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