Users have the ability to update the online payment method for individual customers. The current methods being as follows:
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None
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ACH Only
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Credit Card/ACH
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Credit Card Only
To set this for an existing customer there are 2 methods:
Singular Customer
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Select a customer
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Select the customer drop-down arrow located to the left of the customer name in the search bar
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From here select "Edit" on the right hand side of the drop-down window
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Select the drop-down option and select method:
Multiple Customers - Admin Users
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As an admin user navigate to (Admin > Master Files > Customer)
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Select desired customers using checkbox on left of customer name
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Select "Edit Selected"
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Check the checkbox to the left of "Payment Method"
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Choose the desired payment method on the right
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Select "Update"