Go to CUSTOMERS, then click on Manage Customers.
Select the Customer, then click on its corresponding Edit button.
Step 2: Click on Payment Method tab.
Step 3: To add credit card details, click on Add Credit Card.
Step 4: You will be directed to IntegraPay page to enter the credit card details. Click on Submit once done.
Notification appears once credit card has been saved.
Step 5: To add bank account details, click on Add Bank Account.
Step 6: Enter the bank account details and select Account Type. Click on Save once done.
Notification appears once bank account has been saved.
Default Payment Method
Check Mark indicates the default payment method.
To change the default Payment Method, click on Set Default corresponding to the Payment Method you need to set up as default.
Confirmation message will appear. Click on OK to continue.
Notification appears once update has been saved.
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