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Home > Aria Crescendo Documentation > Aria for Salesforce > Salesforce Mobile Application > Assign/Edit a Payment Method on an Opportunity

Assign/Edit a Payment Method on an Opportunity

This article applies to:Aria Crescendo

Overview

Once you have created a new account within Salesforce, you can assign a payment method to an account by following the steps in this article.

Note: You can only assign a payment method to an account from an associated opportunity.

Assigning a Payment Method to an Opportunity

Getting Here: Touch Menu (in the upper left corner of the screen) > Accounts > select an account > Related > Opportunities

  1. Verify that there is an opportunity associated with the account or add an opportunity and then continue.

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  1. Touch an opportunity name to continue. The Opportunity screen displays.

    Note: If you edit an opportunity whose plan assignment has already been saved to Aria, you see the message "The account exists in Aria. Please create a quote for new account."

AssignPlan2-Opportunities.png

  1. Touch the Show More button in the lower right corner of the screen. A menu with available actions opens.

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  1. Touch Add Quote. The Create a New Quote screen displays.

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  1. Touch Payment Methods. A list of available payment methods displays, or you can add a new one.

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  1. Touch New Payment Method. The available payment methods display.

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  1. Touch either Credit Card or Bank Account. A set of fields for the payment method you chose displays.

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  1. Enter the payment information for the payment method you are creating.

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  1.   Touch Done when you are finished. The payment methods are added

 AssignPaymentMethodToOpportunity6.png

  1. After selecting and modifying payment methods, you can touch Save as Draft to save any changes to the opportunity, or Commit to save the changes to the opportunity and also save the opportunity to Aria. 

Editing a Payment Method on an Opportunity

Once a payment method has been added to an opportunity, you can use the same steps to modify the payment method as you used to add it initially. Existing payment methods display when you select Payment Methods from the Create a New Quote screen.

You can change account numbers, routing numbers, expiration dates and CVV numbers for payment methods. However, you must use the full Salesforce site to delete a payment method.

After selecting and modifying payment methods, you can touch Save as Draft to save any changes to the opportunity, or Commit to save the changes to the opportunity and also save the opportunity to Aria.

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Last modified
14:34, 11 Aug 2016

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