Customer Payment Methods

Manage your customer payment methods with ease straight from the Alternative Payments partner dashboard.

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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


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1. Navigate to Customers Log into your partner dashboard account and select "Customers" and then "All customers." Click on the hyperlinked customer profile.

1. Add the Payment Method Scroll down to the payment method section and proceed to add a new payment method.

1. Select your payment method type, whether Credit Card or Bank account

1. Enter your payment method details and select 'Add Card' to confirm.

1. Removing 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’.

You're all set! 🎉

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