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.

Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Find and select an invoice belonging to the account you want to add a payment method to.
Click the Schedule Payment icon.
Amount: To authorize a payment method without charging it, leave the amount as $0.00.
Method: Select Charge New Credit Card or Charge New ACH as required.
Enter the payment information and click Save Changes.
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.

Before refunding an ACH or Check via ACH, please confirm a minimum of 10 business days have passed since the payment was made.

After refunding an ACH or Check via ACH, please notify the family that the refund may take up to 10 business days to process.