Adding or deleting a customer's bank account or credit card

If a customer provides their bank account or credit card information to you, you can manually add it to their Customer record in your PayMaker account to process payments.

Add a customer's bank account

  1. In the left navigation menu, click Customers
  2. Click the customer name
  3. Click More actions
  4. Click Bank Account
  5. Click Add Account
  6. Fill in all required fields
  7. Click Save

PayMaker will initiate test transactions to the bank account, which will arrive within 1-3 banking days after the bank account is entered.

Add a customer's credit card

Before adding a customer credit card, you must have a valid Vantage merchant account linked to your PayMaker account. See the article at the bottom of this page to help set that up.

  1. In the left navigation menu, click Customers
  2. Click the customer name
  3. Click More actions
  4. Click Credit cards
  5. Click Add Card
  6. Fill in all required fields
  7. Click Save

Deleting a customer's bank account

If bank information was entered incorrectly or needs to be updated, the bank account will need to be added again; a bank account cannot be edited once saved.

  1. Click Customers in the left navigation menu
  2. Click the customer name
  3. Click More actions
  4. Click Bank Account
  5. Click the bank account number
  6. Click the trash can icon

Deleting a customer's credit card

If credit card information was entered incorrectly or needs to be updated, the credit card will need to be added again; a credit card number cannot be edited once saved.

  1. Click Customers in the left navigation menu
  2. Click the customer name
  3. Click More actions
  4. Click Credit cards
  5. Click the credit card number
  6. Click the trash can icon

Things to know

  • The description line on the test transaction debit and credit will have the company name, followed by PayMaker.
  • The debit and credit amounts are the same, and less than $1
  • If either the debit or credit fail, the bank account will automatically be inactivated.
  • Because all bank information is encrypted once entered into PayMaker, we do not have the ability to download or export customer bank information.

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.