Add Credit Card Information to an Existing Lease

Created: 3/1/2015

A credit card can be added to a Customer or to a Lease.

To add a credit card to a Customer:

1. Go to the Customers menu and select the customer.

2. Click on 'Add' in the Payment Options box.

 Payment Add

3. Enter the credit card information and click 'Save'

Note: This is similar to adding a credit card to a wallet. This payment option will still need to be associated to a lease.  

 

To add a credit card to a Lease (if a customer already has a credit card on account):

  1. Go to the Lease and click 'Add' in the credit card section
  2. Select 'Choose an Existing Card' and click 'Save'.
  3. If this card will be automatically charged each month, check the box at the bottom of the pop-up box and select the next date that the charges should run on. After selecting the date, the charges will run on that day of each month thereafter (i.e. the 5th)

To add a credit card to a Lease (if a customer doesn't have a credit card on account):

  1. Go to the Lease and click 'Add' in the credit card section
  2. Enter the credit card information and click 'Save'.
  3. If this card will be automatically charged each month, check the box at the bottom of the pop-up box and select the next date that the charges should run on. After selecting the date, the charges will run on that day of each month thereafter (i.e. the 5th)

After adding the credit card to the lease directly the credit card information will show in in the Customer’s Payment Options.

 

Q: If a customer has multiple units, do I need to enter the credit card on each lease?

A: No, we've made it easy on you to simply add the credit card information to the Customer and then add it as the payment option for each lease. 

 

Q: If a customer has multiple units and would like to pay with multiple credit cards, it that possible?

A: Absolutely. For example; if a customer has a unit for personal and business use - they may want to provide different credit cards for each unit. Follow the steps above to add each credit card under the customer and then associate the appropriate payment option to the respective unit.   

Was this article helpful? Yes / No

Can't find your answer?

We're here to help. Get in touch with us and we'll get back to you as soon as we can.

Contact us