Add/Delete a Payment Method – Dealerware

Before you start

You must have Admin permission to delete a payment method.

You must complete any open contract or settle any unsettled balance before you can delete a credit card in the following cases:

• A payment method is linked to an open contract that is configured to charge for contract-related expenses.
• A payment method is assigned to a contract that has been started less than 30 days ago. On the 31st day, the card should be deletable.
• A finished contract with an unsettled balance.

Steps to add/delete payment method

• Click the Customers tab in the left navigation bar.
• Locate a customer by entering the customer’s name in the search bar in the Customers pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer.
• Click the Overview tab in the Customer Details pane.
• Locate the Payment Information tile and click Add Payment in the upper-right corner.
• This action will open a fly-in on the right side of the screen in which to add/delete a payment method.
• Input credit card details to add a new payment method and click Save.
• Navigate to the Card(s) on File section and click Delete Card to delete a payment method.
• Select the Allow Debit checkbox to accept a debit card as a method of payment.