Adding a Customer Payment Method

Customers are required to have a stored payment method before being enrolled in Automatic Payments. If you are manually adding their payment methods, please adhere to the instructions below.

Select the Automatic Payments section from the menu

On the far right, there is a green button, "Add Customer Payment Method"

First, select the customer, and then you'll see the payment options. If both are available, such as Credit Card and ACH/eCheck, choose the applicable option, enter the details, check the "Enable auto-payment" box, and submit.

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