Save a Payment Method to an Existing Customer

If you have an existing customer and are using a new payment method to complete a payment, you have the option to associate the new payment method with the customer, ensuring it is safely stored for future use.

Follow these steps to save a new payment method to the customer’s profile:

1. Create a new payment.
2. Select a customer using the "Select Customer" button in the section.
3. Instead of using any of the existing payment methods for that customer, choose the option "Manually enter card information" or "Manually enter bank information" and complete the payment method details.
4. You’ll notice a toggle at the bottom of the box labeled "Save this payment method to the customer's profile." Activate it.
5. Complete the payment.

After the payment is completed, the payment method will be saved and associated with the selected customer.