Purpose

This article outlines how to change payment methods in an order.
 

Process

Sometimes, the method of payment that a Customer uses to place an Order needs to be changed. 
They may have selected 'On Account,' but now want to pay for the Order with a credit card instead of a purchase order number. 

Follow the steps below to change the Payment Method used in an Order:

1. Find the Order to edit.
    
2. To View/Edit: Click the Order Number - or the three vertical dots on the right side of the row, then click View, or Jump To > Payments to jump straight to the Payments tab.
   
3. On the Payments tab, find the Payment Method section under Invoice Details.
   
4. Click the new Payment Method to pay with.
    
5. Click Save > Reconfirm.
    
6. When Reconfirmed, a payment request can be sent to the Customer, asking them to pay with the new payment details. 
   This is especially helpful if the payment method was changed for them to pay with a credit or debit card.