Now you can save a customer's Credit Card or ACH information without going into an order to store it!
Note: The functionality described in this article is only usable through CMS integration. If your system does not have this integration setup you will not be able to add payment options. Please contact Zangerine Support for more information.
The payment option eCheck (ACH) is also specific to requested setup.
- Click Customers.
- In the drop down menu, Click Customers.
- You will be redirected to the Customers list page.
- Select the Customer you want to add a payment option for.
- You will be redirected to the Customer Details page.
- Click the red Add button in either the Credit card or eCheck section. See image below:
- The add payment pop up window will appear. See images below:
- Enter the required information for your selected option.
- Click Save Card or Save eCheck.
- The pop up window will disappear and the new payment option will appear under Payment Accounts. See image below:
- You can set one of these payment options as the Default choice.
Associating Zangerine Customer accounts with Website accounts
- The email attached on your Customer’s Zangerine account will act as their account on your website.
- You’ll know the two accounts are linked when the customer goes to check out. Under their payment options they should have access to any payment options added to their Zangerine Customer account.
- Those options will appear as a drop down list, shown in the images below:
- Any new payment options added during check out will be saved into their customer account in Zangerine.