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Home > Sales > Staff Procedures > Payments > Transfer Payment Method for Multiple Activities
Transfer Payment Method for Multiple Activities
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  1. Find Account
  2. Click “Payment Methods” 
  3. Add new payment method
  4. Review current pending payments by clicking “Pending Payment” on the old payment method > Click “Close”
  5. Click “Transfer” on the old payment method
  6. Check payments that should be moved to new method (does not need to be all payments unless payment method is expiring or being deleted) 
  7. Set the “to” payment method to be the new method already added
  8. Click “Save” 
  9. Once all pending payments have been moved, delete the old billing method if needed  
     
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