You can add an Aria payment method to charge account balances from the Payment Method form by following the steps below.
Home > Aria6 User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Opportunity and Quote Management > Setting Up an Opportunity or Quote > Add Payment Method
Add Payment Method
Add Payment Method
Table of contents
Overview
Adding a Payment Method
Getting Here: Select an opportunity or quote > click Add/Modify Plans > Payment Method
- Select one of the following payment method from the Aria Pay method drop-down:
- Credit Card
- Electronic Check (ACH)
- Net Terms
- Tokenized Credit Card
- Other/None
Required input fields display, depending on the chosen payment method.
- Complete all required fields of the payment form, if applicable.
Editing a Payment Method
Getting Here: Select an opportunity or quote
- Click Edit next to the applicable Aria payment method name.
Note: The payment method can also be deleted by clicking the Del link to the left of the Aria payment method name. Upon clicking Del, a confirmation message displays before the action can be completed.
The Edit Aria Payment Method screen displays.
- Make all applicable changes.
- Click Save.
Note: Click Save & New to save changes and create a new payment method. A new payment method form displays.
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