The Payment Methods section holds the saved ways a client can pay: credit and debit cards and bank accounts (eCheck), so you can run a payment or send a payment request without typing details in again.
How It Works
Add a card or a bank account; each shows what it is at a glance: the card brand, or checking versus savings.
Methods belong to the client, so the same stored card is available on the contact and on every lead or case where they appear. On a case with several payers, each payer’s methods are kept per person.
One method is the default: the one Outlaw preselects when taking a payment. If you remove the default, Outlaw asks which method should take its place.
Card and bank details are held by your payment processor; Outlaw stores only a secure reference. Nobody at your firm ever sees a full card number.
This section appears once a payment processor is connected. Set that up under Banking in Settings.
Where You’ll See It
Payment Methods appears on a contact, and on a lead or case for its payers. It’s billing administration for your firm; the client manages their own payment details when paying through the payment portal.