Add Credit Card and ACH Information to Agent Profiles
11 steps
|
56 seconds
The agent’s profile must be impersonated in order for any Credit Card or ACH information to be updated.
Add a Credit Card
1
Navigate to the User Profile for the Agent and click the "Edit Profile" option.
2
Click the "Add Credit Cards" button.
3
Complete the "Card number" field.
4
Click the "Submit" button.
5
Click "OK"
If an agent has multiple credit cards on file, a default card can be selected.
Add ACH Information
6
Click the "+ Add ACH" button.
7
Enter the required information.
8
Click "Submit"
9
Click "OK"
10
If the agent has both Credit Card and ACH information on file, the default payment method can be selected.
Disable/Enable Auto Pay Processing
11
Click "Disable/Enable Auto Pay" depending on current preference
