User Payment Options Overview

User Payment Options Overview

Payment Options allow a user to add credit/debit cards to an account, with the system instantly validating the card details, & can then easily be selected when registering &/or making a payment.  A user has the option to edit/modify each card, including identifying a card as the primary payment method, as well as those card(s) to be saved for future use.

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    • Add Payment Option - Credit/Debit Card

      To add a credit/debit card to an account, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User Options page, click “View Payment ...

    • Edit Payment Option

      To edit a payment option, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View Payment Option”.  On the View Payment Option page, click the collapse button (^) next to the ...

    • Remove Payment Option

      To remove a payment option, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View Payment Option”.  On the View Payment Option page, click the collapse button (^) next to ...

    • Receive Payment

      To receive payment on an unpaid or partially paid order/invoice, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click ...

    • Activate/Inactivate User Account

      To make an account active/inactive, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Make Active” or “Make Inactive”. Based on the status of the account, only one of the ...

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