How to Add or Delete a Payment Method in Xvantage™

Overview:

This article provides a step-by-step guide on how to add or delete a payment method in Xvantage.

Note: Only admin users can manage payment options. If you are unable to access certain pages or features, please verify your permissions with your admin user.

Process:

1. Log in to Xvantage.

2. Navigate to the top right corner then click the blue button with your user initials.

3. Click on Account Settings.

4. Under Account Settings, go to Payment Methods. 

5. In the Action column you can delete a payment method. Click the Save button to implement the changes.

6. To add a new payment method, click + Add Direct Debit Method, then fill in the required information.

7. Click Save to complete the process.