Adding a Customer's Credit Card and ACH on File

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Written by Steven
Updated 1 year ago

There are two places you can add, edit, or delete a customer's credit card and ACH.

The first is by clicking the "Customers" tab, then clicking "Manage Credit Cards."

On this screen, there are four tabs: "Customers With Credit Cards", "Customers Without Credit Cards." "Customers with ACH." "Customers without ACH."

You can edit or delete a card on the "Customers With Credit Cards" screen.

On all four tabs, you can send them an email or text message asking them to add a card, or a card yourself by clicking the "Add Credit Card" link at the far right of the screen.

You can manage one of your customer's credit cards by clicking the "Customers Tab in the left hand menu>Customer.

From there, locate the customer and click the pencil icon on the right side of the screen.

Once on the customer screen, you will see a "Add a Credit Card or ACH" button on the right. Click it, and it will prompt you to enter your credit card or bank account.

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