Adding or modifying a backup payment method

To ensure that automated billing for customers is processed, you can attach a second form of payment for automated billing to the customer. ACTIVE Net uses the second payment method if the first one fails.

 

    1. Choose one of the following:

    2. Search for and select the customer that you want to modify.

    3. Click Manage Backup Payment.

    4. Choose one of the following:

    5. Note: You cannot specify an alternate payer for the Backup Form of Payment for Automated Billing option.

        1. Select an account type (checking or saving) that you want to be charged for automatic renewal from the Account Type dropdown list.

        2. Enter the Account Number of the electronic check.

        3. Enter the Routing Number of the electronic check. This number directs the payment to the correct financial institution.

      Note: This option is configured by the Allow payment by electronic check? setting. If the setting is not selected, the Electronic Check payment type will not be displayed globally on the staff site.

    6. Click Submit.

Related topics

Modifying a customer payment plan

Making a payment on account

 

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