Add Payment Source from Customers
To connect a Payment Source to a Customer directly from the Customer's record:
- Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
- Click Create Payment Sources.
- Select between Credit Card, Bank Account or Vault Token, choose the Target Payment Gateway and fill in the relevant details for the new Payment Source.
- Click Create Payment Source.
Note : The newly added Payment Source will become the default for the Customer.