About Lesson
Mastering the Payment Tab: A Step-by-Step Guide to Managing Customer Payments
This video shows viewers a detailed walkthrough of the Payment Tab, a crucial component for managing customer payments. The tutorial covers the process of storing credit card or ACH account information securely. It demonstrates how to manually enter card details or use a card reader, and how to input ACH account information. The video also touches on setting a default payment method for auto-pay, ensuring a smooth transaction process for both the business and the customers. This guide is designed to equip the viewer with the knowledge to efficiently handle payment information, ensuring a seamless checkout experience.