In-office ordering: Wholesale payment methods

Practitioners

In this article:

Adding and saving payment methods
Selecting a payment method
Removing saved payment methods

Adding and saving payment methods

Adding a new payment method can only be done while placing a new order. Additionally, payment methods won't be saved to an account unless indicated in checkout (see below). To save a new payment method for any future orders, you'll need to select Save card for future use while adding the card and the order must be placed successfully.

Adding new payment information to an account without saved payment methods available.

You can add new cards while placing an order and there's no limit to the number of payment methods that can be saved to your account. To add a new card while placing a wholesale order, click + Add a new card at the payment step in checkout. 

Adding a new card to your account where a saved payment method is available.

Selecting a payment method

Payment methods that have been saved to your account will be displayed in checkout. Simply select a saved payment method to continue. 

Selecting a saved payment method.

Removing saved payment methods

You can remove saved cards from your Account settings. To get there, select the menu (your avatar on initials) from the top-right corner, then select Account settings. On mobile devices, tap the menu icon (  ) and select your name.

In Account settings, scroll down to the Credit Cards heading to view saved cards. To remove a card, click Delete.  

Deleting a saved payment method in your account settings.

Note: Payments saved to your account aren't accessible to other staff members in the dispensary. i.e. If a dispensary owner uses a company card and chooses to save it, the card will only save to the dispensary owner's account. Other staff members must manually enter the card while placing an order to save the card to their account.