How do I add and save a credit card number without taking a payment?

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I just had a tenant come in and want to change credit cards from the one on file.  How can I save the new credit card info without taking a payment?  SiteLink tells me no transaction entered and clears the new number

Best Answer

  • ReeBee
    ReeBee Registered User
    Answer ✓
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    Thank you so much!!  SiteLink is all new to me and even the simplest tasks take me forever to figure out!

Answers

  • BusyProperties
    BusyProperties Registered User ✭✭✭
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    From the payment screen you click on ledger settings then edit autopayment, enter info & save.
    From the tenant screen, highlight the tenant and click on credit card (to the right), enter info & save. 

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