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Aria Knowledge Central

Add a Payment Method to an Account

Overview

Each account can have multiple payment methods assigned to it. This article describes how to add a payment method to an account. If you are creating a new account, refer to Add a Payment Method to a Master Plan Instance During Account Creation.

Add a Payment Method to an Account

Getting Here: Search for and select an account > Account Overview > Payment Methods tab

  1. Click New. The payment method form displays.
    Payment method info 11.0.png
  1. Complete the following:
    • Payment Method Name: A custom name for the payment method.
    • Payment Method Description: A description of the payment method.
    • Client-Defined Payment Method ID: A unique, custom identifier for the payment method. This ID must be unique across all end-customer accounts for a given client. If you do not provide this ID, the default Aria-assigned unique ID for the payment method is used.
    • Payment Type: Select the payment method to associate with the Master Plan Instance. Available options vary depending on the acceptable payment methods configured in your Aria instance.
    • Billing Contact: The individual who is responsible for making payments and receiving correspondence in relation to the Master Plan Instance.
  1. Click Save. The payment method is added to the account, and can be associated with a Billing Group.
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