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Manage Customer Payment Methods

Control what payment methods customers can use, store payment methods, edit/delete payment methods. 

Add Payment Method 


You're able to add and save payment methods to your customers' accounts. To do this, navigate to Companies ➡️ select the company you want to add a payment method to. Hover over the company name and select Edit in the dropdown modal. Scroll down to Financial Settings. Select Manage Payment Methods. Payment Methods

Customer can store credit/debit cards and bank accounts, allowing them to select one of their saved payment methods at checkout. 

If you want to allow your customers to pay with a bank draft, you'll need to select Allow EChecks in your ⚙️ ➡️ Financial settings. Then, you'll need to select ECheck as an available payment method for each company: 
e-check payment 



If your customers are set up on Pay Before Processing, they have a Pay Later option, which keeps the job in Bid status. However, your employees can select the Offline Payment option to apply a check or cash provided by the customer to the outstanding invoice. 

payment 1



Customer-managed payment methods: 


Once logged into their Allmoxy account, click on the Settings icon and then select payment methods. Then they'll be taken to a page where they can add a new payment or delete an existing payment method if they need to update or change out the information! 
Payment Methods Demo Test Company 2025-04-11 at 9.13.45 AM