Paya: Adding a Credit Card or ACH account to Customer Account.

Paya: Adding a Credit Card or ACH account to Customer Account.


Paya: Adding a Credit Card or ACH account to Customer Account.

  1. Navigate to Quick Menu / Companies.
  2. Open the Company that you'd like add the credit card to.
  3. Click the Payment Methods tab.
  4. Choose Add and pick Credit Card or ACH Account.
  5. Fill out the form with the customer's credit card info or the ACH account info.*
  6. Click Submit.
  7. The Payment Method has been saved.

* Full credit card or ACH info cannot be viewed within CustomBooks™- the information is stored at Paya.

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