Customer payment methods

View payment methods

1. Select Payment details

All payment methods stored on the customer account will be displayed. Each can be selected to reveal more details.

Adding a credit/debit card

1. Select Payment details
2. Select + Add payment method
3. Select Credit/debit card
4. Enter the customer's card details
5. Select Add card

Add an Invoice payment method

1. Select Payment details
2. Select + Add payment method
3. Select Invoice. This can only be added once.
4. Confirm you want to add Invoice

Add a Not Provided payment method

1. Select Payment details
2. Select + Add payment method
3. Select Not provided. This can only be added once.
4. Confirm you want to add Not provided

Add a UK Direct Debit payment method

1. Select Payment details
2. Select + Add payment method
3. Select Direct Debit
4. Enter the customer's bank details details
5. Select Add Direct Debit

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Good to know

You can only add a Direct Debit payment method when the customer's default currency is GBP

Add a SEPA payment method

1. Select Payment details
2. Select + Add payment method
3. Select SEPA
4. Enter the customer's bank details details
5. Select Add SEPA

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Good to know

You can only add a SEPA payment method when the customer's default currency is EURO

Activate a payment method

1. Select Payment details
2. Choose the payment method you want to Activate. Payment methods are labelled active or inactive.
3. Select Activate payment method
4. Confirm the activation

Deactivate a payment method

1. Select Payment details
2. Select the payment method to be deactivated
3. Select Deactivate payment method
4. Confirm the deactivation

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Active subscription

You won't be able to remove a payment method if it is used with an active subscription.

Remove a payment method

1. Select Payment details
2. Select the payment method to be removed
3. Select Remove payment method
4. Confirm the removal

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Active subscription

You won't be able to remove a payment method if it is used with an active subscription.