Adding a Customer Payment Method

This article details how to add a customer payment method.

Before you can enroll a customer in Automatic Payments they must first have a stored payment method. If you will be manually adding their payment methods see the below article. If you would like them to add their own payment method see the following article: Setting Up the Customer Portal.

  1. Go to the Automatic Payments Page.

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2. On the top right hand side of the screen you will see a green button called “Add Customer Payment Method.” Click on it to add a payment method.

Customer payment method button

3. You will be brought to the screen below. Input your customers payment information. Then select “Enabled for auto payment”

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You have now successfully added a payment method. Next you must verify that the payment method can be used for Automatic payments.


3. To ensure that a payment method is able to be used for Automatic Payments search the Customer's name, using the search bar located on the right hand side of the screen under "Add Customer Payment Method"

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If it is green autopay WILL NOT work for the customer. When the button is grey it means that Auto Payments are enabled. See below:

This means that the payment method is available for Automatic Payments. Important: If your customer has a stored payment method it does not necessarily mean they are enrolled in automatic payments. It only means the option is available. To complete the enrollment process you must also add an Automatic Payment Rule for them. See this article for further instructions: How to set-up Automatic Payments

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If you see the button below, it means your clients payment method is not available for automatic payments. Simply click the green button and the payment method will be available.

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Related Articles: How to set-up Automatic Payments