Adding a new payment method in Maxio - SOP

Objective: To provide a step-by-step guide for adding a subscription for adding a new payment method in Maxio.

Adding a Credit Card:

1. Locate the customer’s account in Maxio and select "Payment Method."
2. Click "Add Payment Method."
3. Choose "New Credit Card."
4. Enter the required information:
   • Customer’s name
   • Billing address
   • Card details
5. Click "Save Credit Card."

Adding a Bank Account (ACH Payment):

1. Locate the customer’s account in Maxio and select "Payment Method."

   2.  Click "New Bank Account" in the payment method options.

   3.   Enter the required information:

• • Customer’s name
  • Billing address
  • Bank account details

  4.   Click "Save Credit Card."