When taking a payment in person or over the phone
Select if it will be a One Time Payment or if you are scheduling an AutoPay.
You will then input the amount for what the payment is for, and select what new payment method they will be using.
If they are using a bank account select " Pay with Bank Account" and fill out the required information.
If they are using a credit card select " Pay with VISA, MASTERCARD, DISCOVER, AMEX" and fill out the required information.
You can select to save this new payment method to their account.
Review and Approve the transaction just as you would if their payment was already saved.
