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Add Payment Method

When viewing a customer's profile, you can add a new payment method.

Customer details - Add payment methods.svg

Payment Method Form

Field / ElementDescriptionRequired / Optional
Card NumberSecure card number entry field.Required
MM/YYCard expiration month and year.Required
CVCCard security code.Required
Save with LinkCheckbox that stores the card using LinkOptional

Billing Details

(Shown when “Show advanced option” is selected)

NameDescriptionRequired / Optional
Billing email is same as account emailCheckbox that reuses the customer's main email for billing.Optional
Billing EmailAlternative billing-specific email (visible when checkbox is unchecked).Optional
PhoneCustomer's phone number associated with billing.Optional
Address Line 1Primary billing address.Optional
Address Line 2Additional billing information (apartment, suite, etc.).Optional
CityCustomer’s billing city.Optional
StateBilling state or province.Optional
ZipPostal/ZIP code.Optional

Add Payment Method Button

Saves and attaches the new payment method to the customer profile using the provided details.