Payment Method (M)

Owned by Paul Clifton
Last updated: Aug 25, 2023 by Miles Graves
2 min read

The Payment Method page contains information about a saved payment associated with one of your customers.

To access the Payment Method page, use the following steps:

  • Step 1: Navigate to the Customers page in the left-hand navigation panel.

  • Step 2: Click on any customer information in the customers table to open the Customer Profile page.

  • Step 3: Click on the Payment Methods Tab located in the lower half of the Customer Profile page.

  • Step 4: Click on any information in the Payment Methods Tab table to open the Payment Method page.

Partial view of the Payment Method page, showing the Payment Method Details and the Subscriptions section.

Payment Method Features

Payment Method Details

The Payment Method Details section contains the following information about one of your customers' payment methods:

Payment Method Detail Entry Name

Description

Payment Method Detail Entry Name

Description

ID

The identification number assigned to the payment token.

Updated Date

The date that the payment method was last updated.

Number

The credit card number associated with the payment method.

Name

The name on the credit card.

Token

The tokenized identification number associated with the credit card.

Type

The type of credit card associated with the payment method.

Expiration

The credit card expiration date.

Description

An optional description of the payment method.

Custom Description

An optional description of the payment method.

Payment Method Page Actions

Edit Payment Method information by following the steps below:

  • Step 1: Click the edit icon in the upper right-hand corner of the page.

  • Step 2: Enter information in the editable fields in the Payment Method Details section.

  • Step 3: Click the CHECK MARK icon in the upper right-hand corner of the page to save your edits, or discard changes by clicking the X icon.

Subscriptions

If a Recurring Payment is associated with the payment method, then details of the recurring transactions will appear in the Subscriptions section of the Payment Method page.

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