Payment Methods

On the Customer Profile, the "Payment Methods" area lists all credit card or bank account information on file for a given client.

• Clicking on "NEW" will allow entry of a Credit Card, or any other supported form of payment.
• Clicking "EDIT" will require re-entry of ALL payment information.

The selector switch will change the form to the CC or ACH/E-Check version.

CC Form:

The "Friendly Name" is simply the title of the payment information for easy recognition.

• Ex. "Bob's Primary Card", "Mary's Business Visa"
• Be sure to click "Submit" when all the fields are valid.

The "USE CARD READER" is a secure and encrypted way to enter payment information with physical hardware.

• Negates the need to type card information via a keyboard.
• Please contact us if you would like to learn more!

ACH Form:

Once submitted, the payment information is stored in the secure PCI compliant Customer Vault*.

• This allows repeated use of the payment method, without re-entry (needed for Autopay!)
• The native data in the vault is inaccessible by you or us (full card numbers are not visible).
• Clients can also update/modify entries from their portal perspective (if permitted)

*This is true if your merchant processing account is setup with us. We don't know the specifics on how other processors handle sensitive data.