Adding/Editing New Payment Method

  1. In Site Planner, go to the 'CRM' component

  2. Search for the user's name or email

  3. Double-click on the user's record

  4. Click the 'Payment Methods' tab

  5. Add or Edit the information and click 'Save & Close'

Modified on Tue, 12 Sep 2023 at 10:12 AM

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