Customers : Adding a card to customer profile

Step 1: The "Payment" tab allows you to store a credit card or an ACH account on file for a member or customer.

 

Step 2: To add a new card, you can either manually enter the card number or use a card reader (if available) to swipe or enter the card information.

 

Step 3: When adding a card manually, you can input the cardholder's name, select the card type (credit or debit), and optionally enter the billing address.

 

Step 4: To add an ACH account, click on "Checking" or "Savings," then enter the account holder's first name, last name, routing number, city, bank account number, street address, state, and zip code.

 

Step 5: After entering the required information, click "Add Card" for credit/debit cards or "Add Account" for ACH accounts.

 

Step 6: If a member or customer has multiple payment methods stored (e.g., multiple credit cards or a credit card and an ACH account), you need to select a default payment method for auto-pay.

 

Step 7: The default payment method will be used when auto-reconciling the card or ACH account. Members or customers can change their default payment method online.