You can add a payment method in Salesforce that will be reflected in Stax Bill.
To add a payment method, complete the following:
- In Salesforce, navigate to the customer account page.
- In the top right menu, click Payment Methods.
- On the Payment Methods page, click Add Payment Method.
- On the Add Payment method page, enter the payment method details.
- Click Save.
The payment method will be displayed on the Payment Method page. You can manage payment methods by editing, deleting, or setting defaults by selecting the ellipses icon next to a payment method.