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 Authorize Credit Card or Authorize 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.

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