ADD PAYMENT SOURCE
To add a new Payment Source, click on the "Add Payment Sources” link
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Add Payment Source.
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Enter the required information and click "Add".
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EDIT PAYMENT SOURCE
To edit a Payment Source, click on the edit pencil. You can also end a Payment Sources by adding an end date.
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Edit Payment Source.
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Make your changes and click on the "Update" button.
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VIEW PAYMENT SOURCE
To view a Payment Source, click on the magnifying glass
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The Preview Screen appears
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DELETE PAYMENT SOURCE
To delete a Payment Source, click on the trash can
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Delete Payment Source.
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