How to Update a Payment Method for a Client

How to Add or Update a Client Payment Method in ARC

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Learn how to efficiently add or update a client's payment method in ARC.

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1. Adding and Updating Client Payment Methods

On occasion you will need to enter a new payment method in ARC for a client. They might request this if they are providing that information in person, if they aren’t completely sure how to do it on their own in the customer portal, or they need to update their payment method but don’t have immediate access to a computer. Adding and Updating Client Payment Methods

2. Click "Accounts"

In ARC navigate to the Accounts tab on the left side of the screen. Click 'Accounts'

3. Click "Accounts"

Access the Accounts menu Click 'Accounts'

4. Click on the Account Name

Search for the specific client account and click on the account name.

5. Click "Payment Profiles"

Navigate to Payment Profiles Click 'Payment Profiles'

6. Click "Add Payment Method"

In the top right corner click the green Add Payment Method button. Click 'Add Payment Method'

7. Enter Payment Information and Save

Fill in all open fields with the payment method information and click Save to create the new Payment Profile. Note that both credit cards and bank accounts will require you to enter the client’s associated address. Enter Payment Information and Save

8. Verifying Payment Method

After you save the Payment Profile, ARC will automatically run a $0 transaction to verify that the card is valid. If you receive an ARC error message stating the transaction was declined, the payment information was entered incorrectly or the client’s bank or credit card company flagged the $0 charge and the client will need to let them know the charge was authorized. Verifying Payment Method

9. Update Agreement if Needed

A pop up will ask if you would like to update the current agreements to the new payment profile. Click No Thanks if you do not want the agreements to default to this payment profile. Update Agreement if Needed

10. Click "Agreements"

If you are needing to change the default Payment Profile in an agreement, go to the client’s account in ARC and navigate to the Agreements tab. Click 'Agreements'

11. Click on Current Agreement

Click on the Current Agreement. Click on Current Agreement

12. Select new Payment Method

Scroll to the bottom of the page and click the circle next to Credit Card / E-Check. In the drop-down menu under Payment Method, select the new payment method. Select new Payment Method

13. Click "Update Payment Method" and "Save Agreement"

Click the Update Payment Method button and then the Save Agreement button located on the right side of the page to update. Click 'Update Payment Method' and 'Save Agreement' This guide covered the process of adding or updating a client's payment method in ARC.