How do I add a Payment Method for a new Customer via Billforward's UI?

Let’s imagine that for this particular customer we will be adding a credit card over the phone as a payment method, so let’s follow the steps necessary to do that.

Click “Actions” in the top right corner of the customer menu, and then from the drop-down menu select “ Add Payment Method”:

This pop-up screen will show up. For the sake of this example, let’s add a testing credit card from and click “Done”:

Now that we have a payment method added to the account, let’s make it the default payment method by selecting the “Payment Methods” tab and clicking the “Make Default” button.

Notice how the blue-button changed into a green one with a tick to confirm that action is now completed.