Manage payment methods

Some marketplaces permit Marketplace Managers to manage payment method information for users. You can add, delete or replace credit card and bank account payment methods. AppDirect must enable this feature for your marketplace.

To manage a user's payment methods, complete one of the following procedures:

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

To add a credit or debit card as a customer payment method

1. Go to Manage > Marketplace > Home | Users > userName. The user details page opens.
2. Click the Payment Methods tab. If no payment instrument information is configured for the user, the Add Card button appears.
3. Click Add Card. The New credit or debit card page opens. Enter the following information:
   • Card number—The credit or debit card number.
   • Expiration—The credit or debit card expiry date.
   • Security Code—The three-digit or four-digit code that is on the front or back of the card.
   • Name on card—The exact name that appears on the card.
   • Billing address—The name and address that is associated with this card and on file with the cardholder's bank.
4. Click Add Card. The Payment Methods tab displays the saved payment method.
5. To make the card the default payment method during checkout, click Make Default.

To add a bank account as a customer payment method

1. Go to Manage > Marketplace > Home | Users > userName. The user details page opens.
2. Click the Payment Methods tab.
3. To add a bank account, click Add Bank Account. The Add new bank account dialog appears. Enter the following information:
   • Account type—Select the type of account.
   • Account nickname—Add a name to easily recognize the account.
   • Routing number— The 9-digit number that is on your checks.
   • Account number—The 4-17 digit number that appears on your checks.
   • Billing address—First name, Last name, Country, Address, City, State (select a country first), Zip code.
4. Click Add Bank Account. The bank account appears in the Payments Methods tab under Bank accounts.
5. To make the bank account the default payment method during checkout, click Make Default.

To change a customer payment method

1. Go to Manage > Reseller > Home | Users > userName. The user details page opens.
2. Click the Payment Methods tab.
3. To change a credit or debit card, click Replace Card. To change a bank account, click Replace Bank Account. The dialog closes and the card or bank account is changed.
4. Change the payment information.
5. Click Confirm Change.