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Change Payment Instrument for a Single Payment
Use the Select Payment Instrument dialog box to change the payment instrument for a payment in an arrangement. You can change to the same instrument type (for example, credit card to credit card) or to a different instrument type (for example, credit card to ACH). A payment arrangement can use multiple payment instruments. For example, one payment in the arrangement can use a credit card and another payment in the arrangement can use a check.
Note: To select a payment instrument from the person's wallet, you must have the Use Payment Instruments permission.
To change the payment instrument for a single payment
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With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears.
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In the data grid, double-click the payment for which to change the payment instrument. The Select Payment Instrument dialog box appears.
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Do one of the following:
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If the payment instrument is in the data grid, click it and then click OK.
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If the payment instrument isn't in the data grid but you added it during the current session, do the steps to Look up a Payment Instrument. The payment instrument appears in the data grid. Click it and then click OK.
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If the payment instrument isn't in the data grid and you didn't add it during the current session, do the steps to Add a Credit Card or Add a Checking or Savings Account. The payment instrument appears in the data grid. Click it and then click OK.
Latitude closes the dialog box and assigns the payment instrument to the selected payment.