How to add a new payment source to a customer in PayDock

  1. Go to Customers;
  2. Find and click on your Customer;
  3. Choose 'Payment Sources' tab;
  4. Add Payment Source:

    • From Existing Vault Token:
      • enter a Vault Token;
        or
      • search by Customer:
        • find the customer and click 'Select';
        • click on the Payment Source in question;
        • fill in the details and choose the Payment
    • New Payment Source:
      • choose payment service;
      • add payment information;
      • fill in the details.
  5. Create the payment source by clicking:
    • Create - this will be an additional payment source available but not used unless specified;

      or
    • Create and set default - this will be the default payment source that payments are taking from unless specified otherwise

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