Add Payment Method

A Payment Method is stored in the customer's billing account and can be viewed or deactivated at any time.

Payment methods can also be created and managed in the Accounts application. Refer to Payment Methods in the Accounts section of this user guide for more information.

You can designate the payment method to be used for automatic payments (auto-payments). If a customer has elected to make auto-payments, you may have to update the information. For example, you can change the expiration date if it has passed, and the customer wants to give you a new expiration date.

You can also use a payment method as a managed payment method, which will allow a managed account to use its responsible account’s payment method that is configured for auto-payments. However, the managed payment method feature is controlled by the Enable Manage Payment Method system setting, which can only be changed by Gotransverse. Please contact the Gotransverse Technical Support to change the setting to True if you wish to use the managed payment method option. Refer to Related Topics for more information about using managed payment methods.

Complete the following steps to add a payment method to an account:

If you know the account number, click the Accounts tab, if visible. Use the Search field to find and select an account. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

Customers Window

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customer Summary Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, complete one of the following steps:
1. On the Accounts detail tab, for the billing account you wish to add a payment method, click the click the under the Actions column and select Add Payment Method to open the Create Account Payment Method window.
  
  Customer Summary Window - Add Payment Method
2. OR, select an account to open the Account Details window. Select Add Payment Method from the Account drop-down menu to open the Create Account Payment Method window.
  
  Account Action Menu - Add Payment Method Option
On the Create Account Payment Method window, select a Payment Method.

Depending on the payment method that you select, you are prompted to fill in different sets of fields to complete creating the payment method. The following image is an example of a Credit Card payment method.

A icon next to a field name indicates that information about the field is available. Hover your mouse over the icon to see the information.

Create Account Payment Method Window

Required fields are marked with an asterisk.
- Credit Card payment method:
  - Nickname: Enter the customer's informal name of this bank account.
  - Email: Enter the customer's email address.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - First Name*: Enter the first name of the person on the credit card.
  - Last Name*: Enter the last name of the person on the credit card.
  - Card Number*: Enter the number on the credit card (16 digits for most cards).
  - Expiration Date*: Enter the expiration date of the credit card.
  - CVV*: Enter the 3- or 4-digit verification number of the card.
  - Same as Billing*: Select to use the same address as Billing or enter a new one.
- Bank Draft payment method:
  - Nickname: Enter the customer's informal name of this bank account.
  - Bank Name*: Enter the name of the bank.
  - Bank Routing Number*: Enter the 9-digit routing number on the bottom left corner of the check.
  - Bank Account Number*: Enter the customer's account number.
  - Card Number*: Enter the number on the credit card (16 digits for most cards).
  - Account Type*: Select the type of account from which the payment will be drawn (Savingsor Checking).
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Same as Billing*: Select to use the same address as Billing or enter a new one.
- PayPal payment method:
  - Nickname: Enter the customer's informal name of this bank account.
  - Pre Approval Key*: Enter an approval key which is provided to customers when signing in to the PayPal account through any payment process.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Same as Billing*: Select to use the same address as Billing or enter a new one.
- Mobile Carrier payment method:
  - Nickname: Enter the customer's informal name of this bank account.
  - MSISDN*: Enter the telephone number to the customer's mobile phone.
  - Mobile Carrier*: Enter the name of mobile network carrier associated with this mobile number.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Same as Billing*: Select to use the same address as Billing or enter a new one.
- Custom payment method:
  - Reference: Enter the reference information or number to be included on the payment.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Direct Debit payment method:
  - Account Owner Name*: Enter the customer's name as it appears on the bank account.
  - BSB Number*: Enter the 6-digit bank routing number.
  - Account Number*: Enter the customer's bank account number.
  - Email: Enter the customer's email address.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Same as Billing: Select to use the same address as the billing address on the account or leave unchecked to enter a new address.
- SEPA Direct Debit EM payment method:
  - BIC: Enter the Bank Identifier Code of the customer’s bank.
  - IBAN*: Enter the customer’s International Bank Account Number.
  - Account Name*: Enter the bank account name.
  - Mandate ID*: Enter the reference identifier of the mandate.
  - Mandate Signature Date*: Enter the signature date of the mandate.
  - Email: Enter the customer's email address.
  - Set as Auto-Payment: Select to designate this payment method for auto-payments.
  - Same as Billing: Select to use the same address as the billing address on the account or leave unchecked to enter a new address.
- Payment Method Custom Fields — Add additional information about this payment method in the available custom fields. For example, you may want a Note custom field to add information about what this payment method is used for, such as recurring payments or Invoice on Order payments.
Once you have entered all required information, click Add Method.

After you have added a new payment method, you can view and/or deactivate it if desired.

Topic updated: 07/2024.