| Warning |
|---|
Auto Pay: Work in Progress. Will need to revisit this page once completed. “Once completed…” still shows when a method is clicked and when the add button is clicked, and autopay setup is not complete yet. |
The Payment Methods page gives users a chance to see a customer’s saved bank drafts, credit cards, gift cards, and scholarships. It can be accessed by clicking the “Pay” button on the left side of the customer record.
| Note |
|---|
Users must have “View Customer” permission to access this page, and “Edit Customer” permission to make any changes to this page. |
Labels show the user when a payment method is expired, or expiring soon, starting soon, or being used as the auto pay method. These labels are seen to the right side of the payment methods.
Note: There is not a label on active payment methods that do not meet the requirements for any of the above mentioned labels.
The “Expired” label shows on any credit card or scholarship that has an expiration date of any day before the current date.
The “Expiring Soon” label shows on any credit card or scholarship that has an expiration date of any day within the next 60 days of the current date.
The “Starting Soon” label shows on any scholarship that has a start date within the next 60 days of the current date.
The “Auto Pay” label shows on any payment method that is currently set up for a billing customer’s auto pay.
| Info |
|---|
This label will still show if the autopay is set to “suspended”. |
Existing payment methods can be clicked to edit the payment information, or to delete the payment method.
There is an add button at the bottom of the payment methods page, so users can create new payment methods.