Paya: Adding a Credit Card or ACH account to Customer Account.

Paya: Adding a Credit Card or ACH account to Customer Account.


Paya: Adding a Credit Card or ACH account to Customer Account.

  1. Navigate to Quick Menu / Companies.
  2. Open the Company that you'd like add the credit card to.
  3. Click the Payment Methods tab.
  4. Choose Add and pick Credit Card or ACH Account.
  5. Fill out the form with the customer's credit card info or the ACH account info.*
  6. Click Submit.
  7. The Payment Method has been saved.

* Full credit card or ACH info cannot be viewed within AccountingSuite- the information is stored at Paya.

    • Related Articles

    • Paya: Payment Processing via ACH and Credit Card

      Paya:  Payment Processing via ACH & Credit Card There are two ways to process credit card payments from Customers: Sending a Sales Invoice or a Sales Order  to a customer with a Make Payment button. Charging the Customer from a Cash Receipt. Emailing ...

    • Connecting with Paya

      Paya Setting up the Paya Integration In order to set up the Paya Integration, you first need to obtain a Paya account.   To apply for a Paya account: Navigate to Admin Panel / Integrations. Expand Paya. Click Create a Paya account. Fill out the Pay ...

    • Accepting ACH Payments via Stripe

      Overview AccountingSuite's integration with Stripe allows for two methods of payment by your customer:   Credit Card and ACH.    ACH requires a few tasks for payments to be completed successfully in the system:   ACH must be enabled in Stripe, and ...

    • How are merchant card fees accounted for when using the Stripe Integration?

      When AccountingSuite is connected via Stripe, this process is automated. Here's how it happens. 1.) You make charges via the Charge with Stripe button. 2.) Stripe will make a deposit into your bank account with the receipts. 3.) Stripe notifies ...

    • AccountingSuite™ Release Updates, German Shepherd 7, Paya Integration

      AccountingSuite™ Release Updates, German Shepherd 7 Announcing the AccountingSuite™ and Paya Integration! Paya delivers a complete payment system to you and your clients. Through Paya’s payment platform businesses can: Email invoices to customers for ...