Manage your customer payment methods with ease straight from the Alternative Payments partner dashboard.
Managing payment methods for your customers is an important aspect of your business operations. Whether you're dealing with one-off invoice payments, or recurring payments, having a streamlined process for adding and removing payment methods can save you time and enhance customer satisfaction.
Here’s how to swiftly add and remove payment methods for your customers:
1. Navigate to Customers
2. Edit the Customer Profile
3. Add the payment method
4. Remove payment method
1 | Navigate to Customers
Log into your partner dashboard account and select Customers then All Customers.
2 | Edit the Customer Profile
Select the three ellipses next to the applicable customer profile and click on ‘Edit Customer’
3 | Add the Payment Method
Scroll down to the payment method section and proceed to add a new payment method.
• Select your payment method type whether Credit Card or Bank account
• Enter in your payment method details and select 'Add Card' to confirm. You’re all set!
Removing Payment Method
If you need to remove a payment method, make sure you enter in a different payment method first as a payment method needs to be on file to be able to remove an existing payment method.
• After entering a different payment method by following Step 3 from above, click on the ellipses next to the applicable payment you would like to remove and click on ‘Archive’