In-office ordering: Wholesale payment methods

In this article:

Adding a payment method
Selecting a payment method
Managing saved payment methods

Adding a payment method

Adding a payment method to your account can only be done by placing a new order.  

If there is no credit card on file, you'll need to enter your payment information. You can also select Save card for future use to save it to your account for future wholesale orders.

Adding new payment information.

There's no limit to the number of payment methods that can be saved to an account. Adding a new card will be optional at checkout while placing a new wholesale order. 

Adding a new card to your account.

Note: When your payment information is entered correctly, the Place order will appear to officially place and pay for the order with the payment option entered or selected.

Selecting a payment method

Saving payment methods to your account makes for an efficient ordering experience later! 

When multiple payment methods are listed, select the preferred card to proceed with the order. The radio icon, as shown below, will become green-filled when chosen.

Selecting from multiple credit cards.

Managing saved payment methods

Manage saved payment methods by clicking the practitioner menu (your avatar on initials) in the top-right corner, then selecting Account settings. On mobile devices, access your Account settings by tapping    and selecting your name.

From your Account settings, scroll to the Credit Cards heading to view previously saved cards. To remove a card, click Delete. 

Removing a credit card.

Note: Payments saved to your account are not accessible to other staff members in your dispensary. i.e. If the dispensary owner uses a company card, a clerk won't have access.