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Welcome to our Billwerk+ Optimize Help Center

Customers > Payment methods

You can find a Payment Methods interface at two different levels:

  • Configuration > Payment Methods: Go to this page to set up payment methods.

  • Customers > Payment Methods: This page will show you payment methods linked to your customers. We will focus on this page in the two following chapters.

Summary 

Access to the Payment Method Interface

In order to access click on Customers > Payment Methods on the navigation sidebar.

screenshot-staging-admin_billwerk_plus-2024_11_21-16_54_57.png

If you already added Payment Methods to your customers, you will see them in this list.

Table columns of the Payment Methods List

First of all we will go through the different columns of this table.

State 

active, inactive, failed, pending, deleted

Card type 

the card type chosen by your customers

Card number 

credit card number entered by your customer

Expiry date 

date when the card expires

Customer 

name of the customer who is linked to the payment method

Added date 

creation date of the payment method

Filter the list

If you would like to hide or add columns to the table, click on the Reepay_Admin_-_Add-Ons_Creation_Date_Button.png icon.

You can filter the list by clicking on the Reepay_Admin_-_Add-Ons_Filter_.png icon.

By default you can filter the list on the Creation Date.

Click on the drop down list Add filters to filter the table on any of the columns or other fields of the payment method that are not shown in the table.