Editing an existing payment method is useful when you want to make a simple change or add a Date on an APX Payment method.
To edit an existing Credit Card / ACH payment method:
1. Go to the Contacts module, click on the Open icon in the taskbar or double-click on a contact in the list to open the Contact Record.
2. Click Manage Cards/ACH in the footer to display the Credit card and ACH Details window.
3. Select a payment Type and click Open or double-click on a payment Type from the list to display the Update Payment Method dialog.
Note: The Open icon is disabled when there are no details listed in the Credit Card and ACH Details window. |
4. You can edit the Name on the card, Billing Address, Email for notification and the Expiration Date for a Credit Card.
Note: The Credit Card and E-Check / ACH radio buttons are disabled, as well as the Card Number. |
● Void and Refund an APX transaction
Amicus Cloud (January 2023)
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