Customer Portal - Edit, Delete and Add Payment Methods in the Customer Portal

1. Navigate to "Payment Methods"

   You can manage the payment methods used to pay invoices in the Customer Portal by navigating to the "Payment Methods" section. In order to complete these actions, you will need to be assigned the "Accounts Payable" permission

   

2. Add Payment Method

   To add a credit card or bank account, click the "Add Payment Method" button.

   

3. Select "Card"

   To add a credit card, select "Card" from the payment method options.

   

4. Click "Add"

   Add the card details and Click the "Add" button to save. All fields are required.

   

5. Click "Edit"

   You can edit a saved card, by clicking the "Edit" button on the payment method.

   

6. Edit Detail

   This is helpful when updating an existing card's expiration date.

   

7. Click "Save"

   Once the information has been updated, click "Save" to save the change to the payment method.

   

8. Delete a Payment Method

   If you no longer need a payment method saved in the Customer Portal, you can remove it by simply clicking the "Delete" button.

   

9. Select "Bank Account"

   You can also add a checking or savings account to the Customer Portal.

   

10. Click "Add"

    Add the checking or savings account information and click "Add" to save your changes. All fields are required.

    

11. Click "Edit"

    You can edit a saved bank account, by clicking the "Edit" button on the payment method.

    

12. Click "Save"

    Once the account information has been updated, click "Save" to save the changes and return to the Payment Method dashboard.

    

13. Payment Method Dashboard

    You can add multiple credit cards or checking and savings accounts as needed.