If a customer gives you their payment information in person or over the phone, here is how to save it in Project 2 Payment.
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Locate the correct customer in the list and click View.
- Go to Payment Methods in the upper navigation bar.
- Click Add Method.
- Select Card or eCheck depending on what payment method you are adding.
- Enter required account holder information including customer name and account number
- Check the box next to Billing address is the same as customer address to prepopulate what is already saved or enter a new billing street address and zip code.
- Click Save.
Customers can add new payment methods and access their list of saved payment methods when submitting payments. For security reasons, they only see the name of the payment method and encrypted account information. A customer cannot edit or delete saved payment methods from payment forms; the merchant must edit or remove payment methods from a customer's digital wallet.
Note: A surcharge cannot be applied to credit cards saved before 11/22/23. The customer must delete the saved payment method and add it again.