Help Desk

*Please note* You must have the CIM Service enabled through your Authorize.Net account to be able to store credit card information.

To add a Credit Card profile to an existing customer, you must complete the following steps:

1. Click on EzCustomer ocated on the Home Screen.

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2. Select the Customer you wish to add the new credit Card to from the menu to the left (Sample).

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3. Click on 'Edit Methods' under the Stored Methods window.

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4. Click on 'Add ACH/eCheck''

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5. Enter ACH/eCheck information and click on 'Save Method'

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6. Your new and securely stored payment information will appear under the Stored Payments Methods