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{QUICK TIP} How Staff Add a Payment Account in Studio

1.  Navigate to the profile you need to add the payment account to.

 

2. Click the credit card icon in the upper left hand corner near the profile photo

 

 

3. Choose the type of account you want to add

 

 

4. Enter the required info in the red fields. Please note, if the person has a 'Home Address' entered, Zen Planner will pull that over automatically. Always verify that the address is the billing address for the account to prevent any declined payments.

Click here for help on how to enter info for a checking account

 

   

 

5.  Once you enter & save the payment account, you will see a green dot in the credit card icon to indicate that the person has a saved payment account.

 

 

Related Articles

How to Activate Automatic Payments (AutoPay)

How to Process a Payment

Where to Find AutoPay Info on a Paper Check

 

 

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