Adding a Customer Payment Method

Customers must have a stored payment method on file before enrolling in Automatic Payments. If manually inputting their payment methods, follow the instructions below.

Choose the Automatic Payments section from the menu

If this is the first customer, you'll need to click on "Create Payment Method" in the centre of the screen:

If you have customers enrolled, click the "Add Customer Payment Method" button to add a new customer:

First, select the customer:

Afterwards, the payment options will be displayed. If both are available, like Credit Card and ACH/eCheck, please select the relevant option, provide the necessary details, select the "Enable auto-payment" checkbox, and proceed with the submission.

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

• "Usable" - This pertains to the validity of the entered card details. If "Yes" is selected, the details are considered to be valid.
• "Enabled for Automatic Payments" - "On" indicates 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 automatic payments or delete the entry.

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