How Do I Update ACH Payment Information?

  1. Click on Customers on left side menu
  2. Type name in search
  3. Click on Customer's name
  4. Choose the payment you want to edit
  5. Click the ellipse below the Green Charge button

    Screen_Shot_2017-04-27_at_11.26.16_AM.png
  6. The Edit Payment Window will appear. Here you can change the Account Type and the Transaction Type:

    Screen_Shot_2017-04-27_at_11.25.49_AM.png


  7. Save Changes

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