Create A Default Customer Payment Method

Go to Customers and select the customer to manage. 

The default payment method can either be a credit card or ACH and is used for subscription payments.  If you only have one payment method on file for a customer, it will be marked as the default automatically. If there is more than one payment method on file for a customer, you can select which payment method to set as the default.

To create a credit card default for subscription payments:

  1. View the Payment Methods section of the customer record.
  2. Click New Payment Method.
  3. Enter the required fields of Card Number, Card Expiry Date, Postal Code, and CountryOptionally you can add CVV2, Business Name, Street Address, Apt or Suite, City, State, or +4 of the postal code. The Default Card Billing Information Table identifies all the fields with a description.
  4. Click Add.


To create an ACH account default for subscription payments:

  1. View the Payment Methods section of the customer record.
  2. Click New Payment Method.
  3. Select ACH.
  4. Select the type of ACH account from the drop-down menu. Options are: Personal Checking, Personal Savings, Business Checking, or Business Savings.
  5. Enter the required fields of Bank Routing Number, Account Number, Postal Code, and Country. Optionally you can add Business Name, Street Address, Apt or Suite, City, State, or +4 of the postal code. The Default ACH Billing Information Table identifies all the fields with a description.
  6. Click Add.

To change the default payment method:  

  1. View the Payment Methods section. 
  2. Click on the radio button next to the payment method that you want to select as the default.

Default Card Billing Information Table

FieldSynatxRequired/Optional
Account Number12-19 NumericRequired
Card Expiry Date2 digit month and 2 digit year (MMYY format)Required
CVV24-6 NumericOptional
Verify on UpdateToggleOptional and recommended
First Name32 AlphaNumericOptional
Last Name32 AlphaNumericOptional
Business Name64 AlphaNumericOptional
Street Address32 AlphaNumericOptional
Apt or Suite32 AlphaNumericOptional
City32 AlphaNumericOptional
State32 AlphaNumericOptional
Postal Code16 AlphaNumericRequired
+44 AlphaNumericOptional
CountrySelect from drop-down menuRequired


Default ACH Billing Information Table

FieldSynatxRequired/Optional
Account TypeSelect from drop-down menu between personal and business accounts as well as savings versus checking account.Required
Bank Routing Number9 NumericRequired
Account Number4-17 NumericRequired
First Name32 AlphaNumericOptional
Last Name32 AlphaNumericOptional
Business Name64 AlphaNumericOptional
Street Address32 AlphaNumericOptional
Apt or Suite32 AlphaNumericOptional
City32 AlphaNumericOptional
State32 AlphaNumericOptional
Postal Code16 AlphaNumericRequired
+44 AlphaNumericOptional
CountrySelect from drop-down menuRequired