/
How to Add a New Payment Method to an Account

How to Add a New Payment Method to an Account

Note: PlayerFirst will not allow a payment method to be removed if future payments are due.

In some cases, a client may wish to be charged in the future as part of payment plan without making a current payment. So the client does not need to provide their payment information at a later date, an administrator can authorize credit cards and ACH methods for later.

  1. Sign in to a PlayerFirst website.
  2. On the left navigation, click Sales > Invoices.
  3. Find and select an invoice belonging to the account you want to add a payment method to.
  4. Click the Schedule Payment icon.
  5. Amount: To authorize a payment method without charging it, leave the amount as $0.00.
  6. Method: Select Authorize Credit Card or Authorize ACH as required.
  7. Enter the payment information and click Save Changes.
  8. The card will be authorized and after the page refreshes should appear as a payment option under both the Receive Payment and Schedule Payment links


ACH charges are much like checks and can come back with non-sufficient funds after they appear to be electronically approved. The initial approval process only validates that the bank account and routing number is available.

Filter by label

There are no items with the selected labels at this time.



Related content

How to Refund an ACH Payment on an Invoice That is NOT Paid in Full
How to Refund an ACH Payment on an Invoice That is NOT Paid in Full
Read with this
How to Receive a Payment on an Invoice
How to Receive a Payment on an Invoice
More like this
How to Create a Direct Link to Multiple Products
How to Create a Direct Link to Multiple Products
Read with this
How to Authorize a Payment Method for Recurring Payments
How to Authorize a Payment Method for Recurring Payments
More like this
How to Create a College Coach Product in Shop
How to Create a College Coach Product in Shop
Read with this
How to Update Payment Method
How to Update Payment Method
More like this