Customer Management - Store a saved method of payment on file for regular Customers.

Customer Management - Store a saved method of payment on file for regular customers.

Article Contents

This article describes how to store a saved method of payment on file for regular customers.

Step-by-Step:  

Step 1: Click on the "Customers" tab.



Step 2: Select a member that you want to store the payment method. Then click the "View/Edit" button.



Step 3: Then the system will prompt you "Customer Profile" pop up, then click on the "Payment" tab.



Step 4:  Under "Payment method" you have two options one is for "Add New Card" and another is for "Add ACH Account".



Step 5: A) To add a new card click on "Add New Card". You have to fill in information like cardholder name, card number, CVV, expiration date, billing address, zip code, and card type then click on "Add Card".
B)You can also set the auto-pay option for the selected member such as you can set the default monthly amount or pay balance in full each month and click on the "Save" button.


Step 6: A) To add an ACH account click on "Add ACH Accuont". You have to fill in information like first name, last name, routing number, city, account type, bank account info, street address, state, zip code then click on the "Add Account" button.
B)You can also set the auto-pay option for the ACH account.
‚Äč


    • Related Articles

    • Adding A New Customer

      Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet'  Tab from the header of the window. Step ...
    • Customers - Search/Add/View Customer Profiles

      Article Contents:- This article contains steps on how to search for, add, and view customer profiles. Step-By-Step:- The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Once you ...
    • Customers - Link Customer Class to Customer.

      Article Contents:- This article contains how to link Customer class to Customer. Step-By-Step:- Step 1:- Click on Customers.  Step 2:- Click on "Add customer"  button. In Add customer window under the "General" tab fill the customer details and ...
    • Customers - Manage Groups - Add Customer to a Group

      Article Contents:This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" from the left row of the window, then select "Manage ...
    • Customers – Manage Groups

      Article Contents:- This article contents how to Manage Groups of the customer.  Step- By -Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" button from the left row of the window, then select "Manage ...