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Account Payment Methods are configured in Account / Overview / Payment Method. |
In this article:
Overview
The Payment Method screen allows you to view, edit, add and delete payment methods on an account. Below you will find an overview on all of the contents of the Payment Methods screen followed by guides walking you through actions you can perform.
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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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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.
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Adding Payment Methods
Adding a Credit Card Payment Method
On the left at the top of the Payment Methods panel click the
iconEnter a unique Name that describes the payment method (e.g. Visa)
Set the payment method as Active if you wish it to be available to make payments with at this time
Enable Auto Pay if you wish to allow bill runs to use this payment method to automatically collect payments. Note that only one payment method on an account can be set to Auto Pay
In the Payment Type drop down list select 'Credit Card'
Enter the name for the card Account Holder
Enter the Credit Card Number, CVV, Expiry Month and Expiry Year
Optional: Enter address information related to the card holder
Click the Save button when finished
Adding an ACH Payment Method
On the left at the top of the Payment Methods panel click the
iconEnter a unique Name that describes the payment method (e.g. ACH)
Set the payment method as Active if you wish it to be available to make payments with at this time
Enable Auto Pay if you wish to allow bill runs to use this payment method to automatically collect payments. Note that only one payment method on an account can be set to Auto Pay
In the Payment Type drop down list select 'ACH'
Enter the First Name and Last Name for the ACH account holder
Enter the ACH Routing Number and Account Number
Optional: Enter address details for the ACH account holder
Click the Save button when finished
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Deleting Payment Methods
On the left side in the Payment Methods panel click on the Payment Method in the list that you wish to delete from the account
On the left at the top of the Payment Methods panel click the
iconOn the confirmation dialog that appears click Yes