Adding a Customer Payment Method

This article provides a complete guide on integrating a customer payment method.

It's important for customers to have a stored payment method before enrolling them in Automatic Payments. If you manually add their payment methods, please follow the instructions below.

Select the Automatic Payments section from the menu bar

• On the far right-hand side of the screen, there is a green button "Add Customer Payment Method"

• First, select the customer, and then you'll see the payment options offered by your payment processor. If both options are available, such as Credit Card and ACH/eCheck, simply choose the applicable option, enter the details, check the "Enable auto-payment" box, and hit submit. Easy, right?

The payment method has been successfully added to your account. 👍

Subsequently, it is crucial to verify the eligibility of the payment method for Automatic Payments.

• "Usable" - This refers to the card details entered. If "Yes" is indicated, then the details are considered valid.
• "Enabled for Automatic Payments" - "On" signifies that the account is currently active and will proceed with collecting invoices for this customer according to your configured settings.
• Management Option - You can disable the auto payment or delete

Important: If your customer has a stored payment method, it does not necessarily mean they are enrolled in automatic payments. It simply indicates that the option is available. To finalize the enrollment process, you must also add an Automatic Payment Rule for them. Please refer to this article for detailed instructions: How to Set Up Automatic Payments