Pathway: Accounts > Search > Accounts
Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of payment methods associated to the account.
Permissions
The following permissions are required to add payment methods and edit their active status:
Permission ID | Permission Name |
5 | View Account |
6 | View Site |
41 | View AR History |
Add Account Wallet
Field Descriptions
Add Account Wallet
- From AR History, click on the 'Wallet' link to open the Account Wallet popup window. This will display a list of Active and Inactive payment methods for the account.
- Select the green + icon to open Add Account Wallet popup window.
- Complete the following required fields:
- Select the Type of payment method being entered, either Bank Account or Credit Card.
- Enter the Name of the person associated with the payment type.
- Select the Automated Payment option the payment method should follow.
- Click Save when finished.
Edit Account Wallet
Update an account's payment method to either enable or disable auto-pay, or to activate/inactivate the selected payment method.
Field Descriptions
Edit Payment Method
- Double click on a payment method to open the 'Edit Account Wallet' popup window.
- Edit the necessary fields for the payment method.
- Click Save when finished.