Autopay/Adding Credit Cards

Overview

The Autopay section of billing is where credit cards on a customers account can be managed. This inclodesincludes adding credit cards to the account and what autopay features are placed on said cards.

Adding

Cards

StartClicking on the customerAdd overview page

1. Clickbutton on the Billingtop Tabright nextof the box will bring up the add card page. The following fields must be filled out for a card to be added on to the Overviewaccount

   Tab under Customer header

   

   1. Billing Information
   • First Name
   • Last Name
   • Company (Optional)
   • Email (Optional)
   • Phone Number
   • Billing Address
   • Adress Line 2 (Optional)
   • City
   • State
   • Zip Code
   2. Payment
   • Card Number
   • Expiration Date
   • CVV

   

   Once onall Thefields Billinghave Page,been clickfilled out, clicking on thesubmit will add buttonthe tocredit pullcard uponto Credit/Debitthe formcustomers

2. Fillout all Credit/Debitaccount and billingcan informationnow thenbe clickmanaged submitfor toautopay add Card to system purposes