Frequently Asked Accounting Questions:
What payment types (credit card or ACH) do I have on file?
Answer: In PIC, go to "Sales Orders" => "Customers"=> "Payment Types", then in Search Bar, key in the customer's PIC number. All payment types on file will be listed. Note any ACH's on file will have the word "BANK" in the Description. All credit cards will be listed.
Screenshot example below (do NOT send to customer):
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