How to enable online payments for a user

Click USERS > CUSTOMERS > USER LIST

Find the applicable user and click EDIT

Click the ACCOUNTS tab to manage payment settings for assigned accounts. ALL payment method settings are saved at the account level

Click OPTIONS and then EDIT ACCOUNT to view user/account settings and permissions

In the PAYMENT OPTIONS, check the PAYMENTS box to enable payments for this user and select the authorized payment methods:

Check the PAY by BANK ACCOUNT (ACH) box, to enable payments by bank account (ACH).

Check the PAY by CREDIT CARD box, to enable payments by credit card.

  1. Click UPDATE to save changes

To view users that currently have payments enabled, click REPORTS and then click PAYMENT CUSTOMERS

This report will show all users that have payments enabled and the available payment methods.


Note: The payments module is an optional add-on. Please contact support@petrodatasync.com for more information. 

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