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changing the way a client paid

 I mistakenly entered that a client paid by check via bank routing number.  Acutally it was a physical check.  I have a notice saying it was declined, I need to fix this as it was never supposed to be entered this way. 

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changing the way a client paid

We can change the Payment Method that you use when you record the client's payment, Julie.


Here's how to do it:

  1. Look for the client's payment.
  2. In the Receive Payment window, go to the Payment method field.
  3. Correct the payment method.
  4. Click Save and close.
  5. Choose Yes to confirm the action.

If you want to set this as the default payment method for the said client, we can update their profile:

  1. Click Sales on the left menu and go to the Customers tab.
  2. Select the client's profile and click the Edit button.
  3. In the Customer information window, go to the Payment and billing tab.
  4. Set the Preferred payment method.
  5. Click Save.

Feel free to let me know if you have more questions about the client's payment method. Have a great day!

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