How to Add or Change Payment Methods

Oomph CRM allows you to easily manage your payment methods. Whether you need to add a new card or update your existing payment details, the process is simple. Follow the steps below to get started.

1. Access System Settings

• Click the cog icon in the top-right corner of your OomphCRM dashboard to open System Settings.

2. Navigate to Payment Methods

• In the system settings ribbon, select Payment Methods.

3. View or Add Payment Methods

• You will now see your current payment method(s) displayed.
• To add a new payment method, click Add Payment Method.

4. Enter New Payment Details

• Input your card details in the fields provided.
• Once you’ve entered the information, click Add Card to save your new payment method.

Congratulations! ⭐

You’ve successfully added or updated your payment method in Oomph CRM! Your billing is now up to date and ready to go.