Customers and staff users can manage saved Payment Methods from the both the Community Portal and the backend, respectively.
Create Payment Method:
- Navigate to the Contact you want to create a Payment Method for.
- On the Contact page, click Related to access the related lists for the Contact.
- Scroll to the Payment Methods related list and click New. The Payment Methods management page will open.
- Click + New Credit Card. A New Credit Card window will open.
- Enter the credit card information in the fields provided. Include a Billing Address if desired.
- Click Save to create the new Payment Method. This Payment Method will now be available to use in checkout.
Manage Payment Methods
- From the Payment Methods management page, click the pencil icon. An edit modal will open.
- Modify the payment information and/or address. Click Save when complete to apply your changes.
- To delete a Payment Method, click the trashcan icon.
- A confirmation modal will open. Click Delete to delete the payment method.