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Managing Payment Methods for Existing Customers - Coming Soon

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.