Adding Payment Methods

Payment Methods

Payment methods are tied to the customer A/R accounts OR users. When adding from the admin interface they are tied to the A/R account and when adding from the customer interface they are added to the user's profile.

Regardless of where you add it from the admin interface it will be visible in both the autopay and the quick pay screens.

Billing Addresses

Billing addresses are tied to the customer A/R accounts OR users. When adding from the admin interface they are tied to the A/R account and when adding from the customer interface they are added to the user's profile.

Regardless of where you add it from the admin interface it will be visible in both the autopay and the quick pay screens.