Change the account or card details on a customer's existing payment method.

1. Click Credit/Debit/eCheck (Electronic Funds Transfer).
2. Click Add/Edit Customer.
3. Search for the customer. Enter the exact Customer ID and/or full or partial Customer Name and click Search.
   Note: If the search results in only one customer, the Edit Customer page displays showing the customer's information.

   If you cannot find the customer's record, click Search without any information in the search fields, or type part of the name — for example, “A” for Anderson, Andrew.

4. On the Edit Customer page, click Edit Checking/Savings/Credit Card.
5. To change a payment method from a credit or debit card to a checking or savings account or vise versa, follow these steps:
   1. Add the new payment method.
   2. In the Transactions section, edit the payment method by clicking Edit to the left of the transaction. For From Account, select the new payment method, then click Save.
6. Delete the previous payment method if appropriate.