When making a purchase of a product or subscription, you have the option to select either a payment method that has been shared with the customer or use the customer's own payment method.
- On the Customer Overview page, in the Financial Section, click Add Payment.
- On the Add Payment page, enter the appropriate amounts and information.
- Under Payment Method, select the credit card to be used. Shared payment methods have a shared icon next to them. Hovering above the shared icon provides the customer details of who owns the payment method.
- If available, select an invoice to apply the payment to.
- Click Add Payment.