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SecurityTrax

How to Manage Customer Payment Methods

To view payment methods 

  1. While on a customer record, click Accounting.
  2. See the Payment Methods section.

 

To add a new payment method

  1. In the Payment Methods section, click Add.
  2. In the Add Payment Method window, select a payment type.

To add a credit card

  1. Select Credit Card at the top.
  2. Fill out the required and desired fields.
  3. Click Save.

To add a bank account

  1. Select Bank Account at the top.
  2. Fill out the required and desired fields.
  3. Click Save.

To manually add a payment

  1. Select Manual at the top.
  2. Fill out the required and desired fields.
  3. Click Save.

 

To edit a payment method

  1. In the Payment Methods section, click the Edit icon Screen Shot 2018-07-17 at 1.49.58 PM.png on the payment method row.
  2. Update any desired fields.
  3. Click Save.
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