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Streamlined QuickPay
How can my customers update their QuickPay?
How can my customers update their QuickPay?

Customers can update their payment details.

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago

Customers can update their QuickPay details via their Statement of Account. Simply click on the additional menu items (⋮) and select Edit QuickPay.

You can also invite customers to update QuickPay from Streamlined.

  1. From the Customers page, view profile > Details > Billing preferences.

  2. Under QuickPay, choose Edit.

  3. Choose from a customer’s existing email address or enter a new one and Send.

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