Add Credit Card Information to an Existing Lease
A credit card or debit card can be added to a Customer or to a Lease.
To add a card to a Customer:
1. Go to the Customers menu and select the customer.
2. Click on 'Add' in the Payment Methods box.
3. Enter the card information and click 'Save'
Note: After the card is saved, you will be asked if you would like to enable auto-charge. Please select 'Yes' or 'No' depending on your preference and follow the steps as indicated.
To add a card to a Lease (if a customer already has a card saved):
1. Go to the Lease and click 'Edit' in the Payment Method section.2. Select 'Change Payment Method' and click 'Change'.
3. If this card will be automatically charged each month, select "Auto-charge Enabled" and follow the the steps to select the date that you would like the payment to run. After selecting the date, the charges will run on that day of each period thereafter (i.e. the 5th).
To add a card to a Lease (if a customer doesn't have a credit card on account):
2. Select 'Change Payment Method' and then 'Add Payment Method'. After entering the card informaton, select 'Change'.
Note: After the card is saved, you will be asked if you would like to enable auto-charge. Please select 'Yes' or 'No' depending on your preference and follow the steps as indicated.
After adding the credit card to the lease directly the credit card information will show in the Customer’s Payment Methods.
Q: If a customer has multiple units, do I need to enter the card on each lease?
A: No, we've made it easy on you to simply add the credit card information to the Customer and then add it as the payment method for each lease.
Q: If a customer has multiple units and would like to pay with multiple credit cards, it that possible?
A: Absolutely. For example; if a customer has a unit for personal and business use - they may want to provide different cards for each unit. Follow the steps above to add each card under the customer and then associate the appropriate payment method to the respective lease.