"Payment Methods" Tab
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

To get to a customers/prospects Account you will use the search bar at the top of your screen

You can search by entering the First Name, Last Name, or the Last 4 Digits of the customers Phone Number.
Once in the customers accounts you will see 10 Navigation Tabs, you will want to select the one that says "Payment Methods".

You will be able to track what Payments have been entered into the Customer/Prospects Account.
You will see the Card Holders Name, Card Type, Card Number(last 4), and Expiration.
You will also have the option to Add additional cards or "Deactivate" the card on file.

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