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How to save CC/ACH payments


Follow the below instructions to save a payment option for one of your applicants:


(Note: Obtain your applicant’s permission before saving their payment information)


1) Locate your user and click on their status bar



2) Select their checkout form



3) Click “edit”



4) Select either credit card of ACH, and enter in their information



6) Now scroll to the bottom of the page and you can select the option to save the payment information.



NOTE: Both part time and full time admins can save information and process payments for applicants, and the name of the admin who processes the payment will be tied to the transaction.