• "How do I add a credit card to someone's account?"
  • Where do I add payment methods for customers?"


Resolution Steps

  1. Go to Contacts and Vessels.

  2. Click on Contacts.

  3. Select the contact you want to update.

  4. At the top, click on Payment Methods.

  5. Choose one of the following options:

    1. Add Credit Card → enter the card details.

    2. Bank Accounts → click Add Bank Account and enter the details.

 

 

Verification: After saving the payment method about appear on the account.