How to add a card or bank account for a customer

Name: Arkon One: How to add a card or bank account for a customer
Duration: 54 s
Description: How to add a card or bank account for a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to add a new customer →

How to add a card or bank account for a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open an invoice and press Manage cards (or go to the customer and open Payment methods).
Under Add a payment method choose Card or Bank account (ACH).
Enter the details and press Save card or Save bank account.
Use Make default to choose the method used for autopay, or Remove to delete one.

Tip

The first method saved becomes the default. In this environment payments run in test mode: only the listed test card numbers and the test ACH routing number are accepted, and nothing real is charged (otherwise you get "Demo mode: please use one of the listed test card numbers."). The list of test numbers is under Test numbers.

← How to stop a customer from receiving certain types of messages How to add a new customer →