Managing Payment Methods

Managing payment methods in Suprata is straightforward and can be done in various areas, depending on your workflow. Whether you're handling payments directly on an invoice, managing saved payment methods on a customer account, or working with subscriptions, this guide provides the steps to ensure seamless management of payment methods. This flexibility allows for efficient payment processing and the ability to update or save preferred payment options.

Prerequisites: Authorised Users.

Instructions

Payments can be managed in a few areas of Suprata, see below for the instructions for each:

On an Invoice

1. Locate the Invoice.
   
   
   
   
   
   
2. On the right side of the page you will see the Pay section.
   
   
   
   
   
   
3. Click on the Select Payment Type dropdown menu, to choose your payment type.
   
   
   
   
   (Note: You may select a saved card at this stage or select a new payment method.)
   
   
   
4. If selecting any electronic payment methods, you must fill in the card details.
   
   
   
   
   (Note: At this stage, you may save the card to the account by ticking the Save Card to Account checkbox)

On the Account Page

1. From the main Dashboard, click the Accounts tab.
   
   
   
   
   
   
2. You will be taken to the Manage Accounts page.
   
   
   
   
   
   
3. Scroll through, sort or search for an account. Once you have located the account you wish to view, click on the dropdown arrow next to their name to reveal the menu.
   
   
   
   
   
   
4. Click View, to be directed to the individual Customer Account page.
   
   
   
   
   
   
5. Click the Saved Payments tab at the top of the page.
   
   
   
   
   
   
6. Here you may view saved payment methods, or add a new one.
   
   
    

Through Subscriptions

See the following link Creating a Recurring Invoice: A Step-by-Step Guide (Link)