How to quickly add and remove payment methods for your customers

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


 

Log into your partner dashboard account and select Customers then All Customers.

 

Select the three ellipses next to the applicable customer profile and click on ‘Edit Customer’

 

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! 


 

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’


You're all set! 🎉