Users have the ability to update the online payment method for individual customers. The current methods being as follows:

• None

• ACH Only

• Credit Card/ACH

• Credit Card Only

To set this for an existing customer there are 2 methods:

Singular Customer

• Select a customer

• Select the customer drop-down arrow located to the left of the customer name in the search bar

• From here select "Edit" on the right hand side of the drop-down window

• Select the drop-down option and select method:

Multiple Customers - Admin Users

• As an admin user navigate to (Admin > Master Files > Customer)

• Select desired customers using checkbox on left of customer name

• Select "Edit Selected"

• Check the checkbox to the left of "Payment Method"

• Choose the desired payment method on the right

• Select "Update"