Working with an Account's Payment Methods
Overview
Users can edit an Aria Billing Account's payment method's name, description, and assign a billing contact.
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From the Main Account screen, click on the Payment Methods menu tab.
The Payment Methods screen displays as shown above.
- Click on a Payment Method Number.
Update Payment Method
The Payment Method's Details screen displays as shown above.
- To update the Payment Method information, click on the Update Payment Method button.
An Update Payment Record screen is displayed as shown above.
- Click on the Payment Method and/or Aria Billing Account Information icons.
a. A Payment Method or Aria Billing Account screen displays information specific to each.
- Type in a new Payment Method Name.
- Type in a new Payment Method Description.
- Use the Billing Contact drop down arrow to search/select a billing contact for this payment method.
- Click on the Submit button.
A Your request has been submitted screen is displayed as shown above.
Note: An error message is displayed if your request to change the Payment Method information is unsuccessful.
- Click on the View Details button.
The Payment Method's Detail screen is displayed as shown above with your successful updates.