---
title: "Customer Profile: Billing Section - Payment Accounts Tab"
url: "https://help.psarev.io/en/article/customer-profile-billing-section-payment-accounts-tab"
language: "en"
last_updated: "2026-04-16T15:21:00.906Z"
---

# Customer Profile: Billing Section - Payment Accounts Tab

The *Payment Accounts* tab on the Customer Profile screen contains a list of all payment methods on the customer record. Payments can be applied to the customer's account using these methods at any time by clicking the **New** button at the top of the Customer Profile screen and selecting **Payment** from the *Quick Actions* menu. See the [Quick Actions: Add Payments](https://help.psarev.io/en/article/quick-actions-add-payments) article for more information.

![](https://cdn-assets.productfruits.com/ab6aec6a-d6cb-4a7a-85f8-64579fbe4d10)

Each field on the *Payment History* tab is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **<Payment Method>** | Type of payment method. Bank accounts display with the name of the bank and the last 4 digits of the account number. Cards display with the name of the card processor and the last 4 digits of the card number. |
| 2 | **Exp** | Month and day of the payment method's expiration date. |
| 3 | **Success/Failure** | Indicates whether the payment method was added to the customer's account successfully. |

The following actions are available on the *Payment History* tab.

-   Add a card payment method by clicking the **Add Card** button and entering the relevant details.
-   Add a bank account payment method by clicking the **Add Bank** **Account** button and entering the relevant details.
-   Manage automatic payments for the customer by clicking the Manage Autopay button and entering the relevant details.
-   Delete a saved payment method by clicking the **delete** icon in the lower left corner of the payment method.
-   Edit a saved payment method by clicking the **Edit** button in the lower right corner of the payment method.

* * *

### **Tabs in the** ***Billing*** **Section**

For information on other tabs in the *Billing* section of the Customer Profile screen, see the related articles. 

-   [Customer Profile: Billing Section - Invoices Tab](https://help.psarev.io/en/article/customer-profile-billing-section-invoices-tab)
-   [Customer Profile: Billing Section - Unposted Tab](https://help.psarev.io/en/article/customer-profile-billing-section-unposted-tab)
-   [Customer Profile: Billing Section - Payment History Tab](https://help.psarev.io/en/article/customer-profile-billing-section-payment-history-tab)
-   [Customer Profile: Billing Section - Ledger Tab](https://help.psarev.io/en/article/customer-profile-billing-section-ledger-tab)
-   [Customer Profile: Billing Section - Collections Tab](https://help.psarev.io/en/article/customer-profile-billing-section-collections-tab)
-   [Customer Profile: Billing Section - Recurring Services Tab](https://help.psarev.io/en/article/customer-profile-billing-section-recurring-services-tab)