Once you are on the customer screen, at the top far right select the drop-down arrow for Add Payment Method. Then select Credit Card. NOTE: We will no longer be accepting Back (ACH) Accounts as a form of payment.
- Fill in the Name that is shown on the card and card info
- Only select Credit Card for payment type
- Asking for the card’s billing zip code and if they would like this card to be the primary payment method.
- **Do not change the Business Unit**
