Before you start
Update a payment method if a customer’s credit card is expired or a transaction declines while you process a payment
Steps to update a payment method
Click the Customers tab in the left navigation bar
Locate a customer by entering the customer’s name in the search bar in the Customers pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer
Click the Overview tab in the Customer Details pane
Navigate to Payment Information and click Add Payment
Enter new card information
Click Save
Steps to manage declined charges
A declined charge appears in the Contract Details section of a contract when a charge declines. Locate this information in the Payment History section
When a charge declines:
Confirm the customer has contacted their bank to approve the declined charge
OR
Click the Customers tab in the left navigation bar
Locate a customer by entering the customer’s name in the search bar in the Customers pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer
Click the Overview tab in the Customer Details pane
Navigate to Payment Information and click Add Payment
Enter new card information
Click Save
THEN
Click the Contracts tab in the Customer Details pane
Click the balance highlighted in blue that is associated with the customer
Navigate to the Payment Information section in the Contract Details pane
Note the Amount Due balance
Click the blue arrow in the field under the Credit Card box
Click the newly added card
Click the Charge button to process the payment