Modifying a Payment Method

View and optionally modify the credit card or checking account payment method by clicking the edit link.

1.      Identify the payment method in the corresponding Credit Cards or Checking Accounts section, then click the associated Edit link.
Result: The Edit Credit Card or Checking Account screen displays.

2.      For Shared Payment methods, click Edit under the Client Name to edit the Accounts associated with the shared payment method.  
Result: The Accounts Selection page displays.  

3.   Click Remove to remove an account from the shared payment method.
OR
Click Add Additional Accounts to update the accounts associated with the payment method.   Follow the process in Adding a Payment Method: Credit Card or Adding a Payment Method: Checking Account to search and select accounts.

4.      Update Credit Card or Checking Account Information as needed.

5.      Click Cancel.
OR
Click OK.
Result:  The message Please verify that you want to update the credit card/checking information displays.

6.      Click Edit to make additional changes.
OR
Click Confirm to save your changes.
Notes:

• A Personal Payment method can be changed to shared.
• To change a Shared Payment Method to personal you must delete and the external user must re add as personal.