How to Update a Payment Method for a Client

On occasion you will need to enter a new payment method in ARC for a client.  They might request this if they are providing that information in person, if they aren’t completely sure how to do it on their own in the customer portal, or they need to update their payment method but don’t have immediate access to a computer.

1. In ARC, navigate to the Accounts page on the left-hand side of the screen.
2. Click on the “Accounts” Tab found towards the top of the page.
3. Search for the account name in the search field.
   1. Other fields are not required but can be used to help filter your search.
4. Select your account from the list by clicking on the account name.
5. Select the Payment Profiles tab located under the Account name.
6. Click the light green Add Payment Method button on the right-hand side of the screen.
7. Select either Credit Card or Bank Account at the top of the new pop-up window that appears.
8. Fill in all open fields with the specific Payment Method information.
   1. Both credit cards and bank accounts will require you to enter the client’s associated address.
9. Hit Save at the bottom of the page and this will create a new Payment Profile in the customers Account.
10. A pop up will appear asking if you would like to update the current agreements to the new Payment Profile. Click “No Thanks” if you do not want the agreements to default to this Payment Profile.
11. After you save the new information, ARC will automatically run a $0 transaction to verify that the card is valid.
    1. If you receive an error when entering a credit card saying Transaction Declined, double check the card information and try again.
    2. If the card is still declined, that means the $0 transaction was flagged by the client’s bank or credit card company as potentially fraudulent and the client will need to let them know our charges are authorized. 
12. To make the new Payment Profile the default Payment Method that is processed automatically every month on your invoice date, you will do the following:
    1. In the client’s account in ARC, navigate to the Agreements tab located under the Account name.
    2. Select the Current Agreement.
    3. Scroll to the bottom of the page. Underneath the client’s signature, click the circle next to Credit Card / E-Check.
    4. In the drop-down menu under Payment Method, select the new payment method.
    5. Select the Update Payment Method button located to the right of the drop down 
    6. Click on Save Agreement located on the right side of the page

How to Add or Update a Client Payment Method in ARC

Learn how to efficiently add or update a client's payment method in ARC.

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1. Adding and Updating Client Payment Methods

On occasion you will need to enter a new payment method in ARC for a client. They might request this if they are providing that information in person, if they aren’t completely sure how to do it on their own in the customer portal, or they need to update their payment method but don’t have immediate access to a computer.

2. Click "Accounts"

In ARC navigate to the Accounts tab on the left side of the screen.

3. Click "Accounts"

Access the Accounts menu

4. Click on the Account Name

Search for the specific client account and click on the account name.

5. Click "Payment Profiles"

Navigate to Payment Profiles

6. Click "Add Payment Method"

In the top right corner click the green Add Payment Method button.

7. Enter Payment Information and Save

Fill in all open fields with the payment method information and click Save to create the new Payment Profile. Note that both credit cards and bank accounts will require you to enter the client’s associated address.

8. Verifying Payment Method

After you save the Payment Profile, ARC will automatically run a $0 transaction to verify that the card is valid. If you receive an ARC error message stating the transaction was declined, the payment information was entered incorrectly or the client’s bank or credit card company flagged the $0 charge and the client will need to let them know the charge was authorized.

9. Update Agreement if Needed

A pop up will ask if you would like to update the current agreements to the new payment profile. Click No Thanks if you do not want the agreements to default to this payment profile.

10. Click "Agreements"

If you are needing to change the default Payment Profile in an agreement, go to the client’s account in ARC and navigate to the Agreements tab.

11. Click on Current Agreement

Click on the Current Agreement.

12. Select new Payment Method

Scroll to the bottom of the page and click the circle next to Credit Card / E-Check. In the drop-down menu under Payment Method, select the new payment method.

13. Click "Update Payment Method" and "Save Agreement"

Click the Update Payment Method button and then the Save Agreement button located on the right side of the page to update.

This guide covered the process of adding or updating a client's payment method in ARC.

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