You can add payment methods for customers inside your system. Providing these details authorises automated recurring billing and payment processing and collection directly to the merchant’s account seamlessly. Use this guide to add a payment method.
- Go to your Customers module and click on a customer you want to add a payment method for.
- Scroll down in the customer view to the bottom of the screen.
- Click on the ‘Payment Methods’ tab. If it is not visible click on the ‘Configure’ button on the right and select it to be visible. Then click on the ‘+ Payment Method’.
- Add credit card details in the pop up to securely save the payment method.
- You also have the option of adding Google Pay. This requires an additional security clearance step. Save changes.
- Your new payment method is now listed under the payment method tab and is set to the default payment method.
- The Public Payment Method Page is the page through which your customers can add their payment methods themselves through the customer self-service portal.
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