In-office ordering: Wholesale payment methods

In this article:

Adding and saving payment methods
Selecting a payment method
Managing 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.

The option to add a new card is always available in checkout and there's no limit to the number of payment methods that can be saved to your account. To enter a new card in checkout, click + Add a new card at the payment step. Adding new payment methods won't affect other saved payment methods in your account.

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.

Managing saved payment methods

Payment methods can be managed in your Account settings. To get there, select the menu (your avatar on initials) in the top-right corner, then select Account settings. On mobile devices, tap    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.