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Approved Customer Payment Options

Adding/Editing Approved Payment Options for Customers

This option applies if you and your customer’s company have pre-approved payment options set up, such as purchase orders or credit cards.

1. From the Company dashboard, click on the three dots to the right of the company and select “Edit Details.”

2. Click on the words “Payment Methods” and then “Edit.” From there you will be able to show or hide payment methods for this client.

3. When you are done, click “Save.”

Creation date: 9/18/2020 1:14 PM (andrew.abueg) Updated: 9/18/2020 1:14 PM