Managing Payment Methods on an Account

Summary

This article describes how to manage (add, edit, disable, delete) Payment Methods (check, credit card, etc.) on an account.

For information on processing credit cards, providing refunds and more see the Credit Card Processing article.

Adding Payment Methods

1. Search for the account in EngageIP

2. When you have loaded the account click on Tools

3. Under the Tools and Utilities heading click the Payment Methods link

4. Click the Add button in the bottom right corner

5. Select the appropriate option (Cash, Check or Credit Card)

   • Cash: no other details needed

   • Check: no details are required if the 'check' payment type is of type 'check' (v.s ACH)

   • Credit Card: fill in the details below (fields highlighted in red are required)

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6. Click Save or Save/New to add another payment method

Setting the Default Payment Method

If multiple Payment Methods are setup on an account you can define which one is default, see the steps below:

1. Load the appropriate customer account

2. Click on Tools

3. Under the Tools and Utilities heading click the Payment Methods link

4. The default payment method will have a value in bold text (shown below)

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5. To change the default Payment Method check the box in the Select column next to the payment entry you wish to make default and click the Default button

Editing Payment Methods

1. Load the appropriate customer account

2. Click on Tools

3. Under the Tools and Utilities heading click the Payment Methods link

    

4. Click on the Name of the Payment Method you wish to edit to load the edit screen

5. Click Save when done

Disabling Payment Methods

1. Load the appropriate customer account

2. Click on Tools

3. Under the Tools and Utilities heading click the Payment Methods link

    

4. Check the box in the Select column for the payment(s) you wish to disable and click the Disable button below the table

5. The payment method will no longer appear in the list, click the Disabled heading in the table to adjust the filter to show all payment methods (enabled or disabled)

6. The disabled method will now be visible ('check' in the screenshot below)

Deleting Payment Methods

1. Load the appropriate customer account

2. Click on Tools

3. Under the Tools and Utilities heading click the Payment Methods link

4. Ensure there is more than one payment method on the account and the payment method you wish to delete is not set as Default (in bold)

5. Check the box in the Select column and click the Delete button