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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.

The Payment Methods Panel

The Payment Methods panel on the left of this screen allows you to select a payment method so that you can view and edit payment method details within the Edit Payment Method Panel on the right. Actions are also available on the left above the Filter Payment Methods text box which are described below.

Actions

Icon	Description
Image Modified	Deletes the selected payment method from the account
Image Modified	Adds a payment method to the account

Payment Method List

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.

The Edit Payment Panel

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 enabled

Automated Clearing House (ACH)

• 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

Automated Clearing House (ACH)

• 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

• 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 holder

Cash & Check

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• , 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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Guides

Adding Payment Methods

Adding a Credit Card Payment Method

1. On the left at the top of the Payment Methods panel click the  icon

2. Enter a unique Name that describes the payment method (e.g. Visa)

3. Set the payment method as Active if you wish it to be available to make payments with at this time

4. 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

5. In the Payment Type drop down list select 'Credit Card'

6. Enter the name for the card Account Holder

7. Enter the Credit Card Number, CVV, Expiry Month and Expiry Year

8. Optional: Enter address information related to the card holder

9. Click the Save button when finished

Adding an ACH Payment Method

1. On the left at the top of the Payment Methods panel click the  icon

2. Enter a unique Name that describes the payment method (e.g. ACH)

3. Set the payment method as Active if you wish it to be available to make payments with at this time

4. 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

5. In the Payment Type drop down list select 'ACH'

6. Enter the First Name and Last Name for the ACH account holder

7. Enter the ACH Routing Number and Account Number

8. Optional: Enter address details for the ACH account holder

9. Click the Save button when finished

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Deleting Payment Methods

1. 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

2. On the left at the top of the Payment Methods panel click the  icon

3. On the confirmation dialog that appears click Yes