Create Customers and Add Payment Methods

After creating a customer, you can add one or more payment methods to the customer account.

Create a Customer

1. Navigate to the Customer Accounts menu. 
2. Click ADD. 
3. Enter customer details and then click Save.

For more details, refer to Manage Customers – Ordway Support Portal

Add a Payment Method

1. Navigate to the Customer Details page.
2. Click Add Payment Method.
3. Select the required payment details.
4. Click Add Card to save the payment method.

Request a Payment Method

1. On the Customer Details page, click Request Payment Method.
   
2. This triggers an email to the customer for payment method addition using the configured template. 

For more details, refer to Request Payment Method and Payment Method Addition Template

View Saved Payment Methods

Once added, payment methods are displayed under the Saved Payment Methods section on the Customer Details page.

Post-Condition

Ensure Autopay is enabled for the customer to allow automatic payment collection during payment runs.

Related Topic

• 3D Secure (3DS) Authentication – Ordway Support Portal