Account Payment Methods are configured in Account / Overview / Payment Method
Guides 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.
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 |
|---|---|
 | Deletes the selected payment method from the account |
 | 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:
The payment type (credit card, ACH, etc.)
Payment method details such as the 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
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, 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
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.
Guides
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
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