- For payload customers, they can now “enroll” agents by using the agents > billing > payment methods page.
- This will only be visible for offices that are connected to payload (payload setting turned on, and they have their secret key copied into the payload setup page).
- When they select an agent, it will display any payment methods that payload knows about this agent. For example if they have paid an invoice previously and added a payment method.
- The admin can add bank account or credit card information and mark it as a “default” payment method.
- There is no “edit” or “delete” of payment methods, but you can flag a new payment method as default and it will override any previous default methods.
