Privacy for multiple payers on a Customer Portal account
When more than one person is making payments through a single Portal account, they have the option to make their payment methods private from other users on the same portal account.
Making a portal payment method private
In the portal account:
- Hover over the gear icon, click Bank Accounts or Credit Cards
- Click your bank account number or credit card number
- Click the edit icon
- Select Private
- Click Save
This will hide the bank account or credit card from all other users who log into the same portal account.