Contact Editor – Payment Methods

Location: Contact Management/All Contacts/Contact Editor -> Payment Methods Section 

Overview: The contact editor Payment Methods section is where you can create or find and update a contact’s payment method records.

Note: These records are typically created one of two ways: via an online order where a customer is going through the website shopping cart and enters their own payment method information as needed.  Or, payment method records can also be created in a back-end account manager via an administrator order within the order editor as part of processing an order.

You can also create a new payment method record from within the Contact Editor as well, which can then be called up and presented as an option to the website customer at checkout, or to the administrator during the order process. So there are several ways that payment method records are created and made available in the order process—the contact Record is where they are stored and easily edited.

Click here to go to a linked index of help topics for Contacts, or click the Next button to continue to the next topic related to the Contact Editor.

 Additional Contact Editor Sections:

• Primary Contact Information / General Section
• Personal Business Information
• Profile Section
• Membership Dates
• Image Gallery
• Shipping Addresses
• Payment Methods
• Affiliate Info
• Internal Info
• Sign In Settings
• Member Groups
• Account Manager Access
• Comments
• Convert To Company Contact (or Convert To Person Contact)
• Categories
• Properties

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View