Customer Payment Information

The Customer Payment Info menu allows you to register your customers preferred payment methods between cards or ACH payments. If multiple payment methods are entered, you can select the "Set as Default" so that the appropriate method is selected for payments. To create or view the entered payment methods, first select the Region then the Customer. If there is a Credit Balance, this number will be reflected once the customer is selected. To create a new payment, click the [+New Payment Method], then enter the necessary information.