Envibe: How to update payment details for a debit plan on POS

Envibe: How to update payment details for a debit plan on POS

Question

How do I update a customers payment details on their debit plan with a new credit card on POS?


Answer

All Envibe users, regardless of permissions, can update a customer’s payment details if payments have dishonored, or the customer requests to update.

Note:  Customers can update their payment details via the customer web portal.

1.  Launch POS
2.  Click on Anonymous Sale
3.  Search and select the contact that needs updating
4.  Click on the Debit Tile
5.  Click Update Details OR Click Manage > Update details
6.  Populate the updated payment details
7.  Click SAVE



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