Edit Payment Info

Securely store Customer billing info in the Customer Profile. Some very important facts to remember:

  • store credit cards and/or direct bank info (routing # and account #)
  • Only one payment method may be active at a time
  • Activate Auto payment. Some form of explicit permission (written or contractually) is required.

In order to add or edit customer billing information, simply go to the Customers tab, search for the customer, and click to View their Customer Profile. The link to edit payment information can be found in the lower right corner of the Customer profile.

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