Update a Customer's Payment Method – Dealerware

Before you start

• Update a payment method if a customer’s credit card is expired or a transaction declines while you process a payment

Steps to update a 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
• Navigate to Payment Information and click Add Payment
• Enter new card information
• Click Save

Steps to manage declined charges

• A declined charge appears in the Contract Details section of a contract when a charge declines. Locate this information in the Payment History section
• When a charge declines:
  • Confirm the customer has contacted their bank to approve the declined charge

OR

THEN

• Click the Contracts tab in the Customer Details pane
• Click the balance highlighted in blue that is associated with the customer
• Navigate to the Payment Information section in the Contract Details pane
• Note the Amount Due balance
• Click the blue arrow in the field under the Credit Card box
• Click the newly added card
• Click the Charge button to process the payment