Add Payment Source from Customers

To connect a Payment Source to a Customer directly from the Customer's record:

  1. Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
  2. Click Create Payment Sources.
  3. 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.
  4. Click Create Payment Source.

Note: The newly added Payment Source will become the default for the Customer.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us