---
title: Managing Payment Methods for Existing Customers
description: how to manage and update payment methods for existing customers
---

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# Managing Payment Methods for Existing Customers

## Payment methods are customer-specific and can be managed individually for each customer connection using Quick Connect.

#### How Payment Methods are Managed:

- Payment methods are **not global settings**.
- Updating a payment method **only affects the selected customer**.
- Other customer connections **will not be impacted**.
- The **bank accounts and addresses used for payment must already exist in your Payee Profile**.

---

#### Update a Payment Method for an Existing Customer

1. Go to your **Homepage**.
2. Locate the customer in your **Customer Table**.
3. Click **Manage** (previously **View/Edit Form**) for that customer.
4. The **Quick Connect** window opens.
5. Locate the **Payment Information** section.
6. Update the **Payment Method** as needed.
7. Click **Submit** to save your changes.

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