Managing Payment Methods on File Follow

In Printer's Plan, it's possible to save Payment information for specific contacts and manage those payment methods.

Inside the Customer section, you can open the Customer or search for the Contact to manage their Payment Methods.

In a Contact Record, you will notice a section dedicated to their "Default Payment Method on File" which allow you to see some information about their default payment method and offers a button to "Add/Edit Payment Methods".

From there, you have a few options

• New Card: Provides the Payment Details screen which allows you to enter new Credit Card Information.
  
• New ACH: Provides the Payment Details screen which allows you to enter new Credit Card Information.
  
• Edit: Allows you to edit the Description, Name on Account, Expiration date, and change the Default Payment method.
  
• Delete: This allows you to remove the selected payment methods in case they are no longer needed.