There are two options when restricting Payment Methods:

• Restrict Payment Method for all Customers
• Restrict Payment Method for a specific Customer

Restrict Payment Method for all Customers

Use the following steps to restrict all customers from using ACH or Credit Card for electronic payment methods for a payment gateway. 

Steps:

1. Navigate to Menu > Setup > Payments > Payment Gateway > Manage.

2. Uncheck ACH and/or Credit Card depending on preference. This prevents future customers from adding unchecked ACH or Credit Cards. 

3. Save when finished.

Note:  This change only restricts the payment method for future customers and does not restrict existing customers who have previously added the payment method.

Restrict Payment Method for a specific Customer

Use the following steps to restrict a specific customer from using ACH or Credit Card for electronic payment methods for a payment gateway. 

Important Note: When existing payment method(s) are on file and ACH and CC are toggled off at the customer level, those payment methods will still be used for payments in the PayNow /Customer Portal. Delete the payment method(s) at the customer level to permanently remove them so they cannot be used.

Steps:

1. Navigate to Menu > Customer Accounts.
2. Edit the desired Customer Account. 
3. Uncheck the Payment Methods you do not want available within the Payment Information section. 
   
   
4. Save when finished.