Overview
If a customer’s credit card has expired or a charge declines while processing payment, you can update the payment method by following the steps below:
- Select Customers from the main navigation
- Search for and select the applicable customer
- Select Payment Method
- Select Add New Card
- Enter the card details, then select Save Card
If a decline occurs while attempting to process a payment, a decline message will populate. A declined payment will result in an Unsettled Balance. When a decline occurs, it’s best practice to contact the customer to collect a new credit card or request that their bank approve the transaction.
After updating the customer’s credit card on file, you can charge them by following the steps below:
- Select Customers from the main navigation
- Search for and select the applicable customer
- In Details, select Contracts
- Select the applicable contract
- Select Billing
- In the Payment Information section, observe Amount Due
- Select the dropdown from the Credit Card field
- Select the applicable credit card
- Select the Charge button to process the payment
