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Admin Portal - Saving a Payment Method on File 

This article summarizes how to save a Customer's payment method on file from within the Admin Portal. 

From the Admin Portal, follow these steps to add a Payment Method on file for a Customer. 

  1. Locate the Customer's profile and in the top right corner you'll see if there is a preferred payment method. 

  2. By selecting the pencil icon, you can add a new payment method to the record or update an existing one. This can be via credit card or ACH.



  3. If or when you are removing a payment method, you'll receive an additional pop-up which prompts you to confirm you'd like to take the action as it cannot be undone.