Add a Payment Method | Scribe

    Add a Payment Method

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    • 0 step |
    • 21 seconds
    Navigate to the client's primary account holder (this user has a star next to their name if multiple people are linked to the account).
    Scroll down to "Billing Information", hover over the grey borderline, and click "EDIT".
    Switch 'EFT Enabled' from "No" to "Yes" and click "Manage Payment Methods"
    Select payment method.
    Enter credit card information.
    Click "Verify"
    Enter the name on the credit card.
    Enter a card name or nickname for the credit card. Ensure the Billing Address is 'Same as Contact', if applicable. Ensure the payment method is available on POS.
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