How to Change Payment Method on Point of Sale View

In this guide, you’ll learn how to change a customer’s payment method in the Exercise.com Point of Sale (POS) view so you can efficiently update payment details and process transactions.

1. Open Account Selection.

Click Select Account to begin changing the payment method for a customer.

2. Click Search Account.

Use Search Account to locate the customer whose payment method you want to update.

3. Enter the Customer’s Name.

Type the customer’s name to quickly locate their account.

4. Select the Customer Account.

Click the customer’s name in the results list to open their account.

5. Choose the Product.

Click the product to view or update its payment details.

6. View the Current Payment Method.

Click the current payment option, such as a Visa card, to see available payment methods.

7. Select a New Payment Method.

Choose a different saved payment method or add a new one as needed.

8. Add a New Card (If Needed).

Click Swipe Card or follow the on-screen prompt to add a new card payment method.

9. Click Checkout.

Once the new payment method is selected, click Checkout to complete the transaction.

10. Close the Payment Window.

Click Close to exit the POS view after completing the payment method update.

11. Summary

You learned how to change a customer’s payment method in the Point of Sale view. You can now update payment details, add new cards, and process sales seamlessly through your Exercise.com platform. For more details, explore our Payment Processing overview.