---
title: How to Save CC/ACH Payment Options as an Admin
slug: how-to-save-ccach-payment-options-as-an-admin
docTags: 
createdAt: 2026-02-16T16:45:25.559Z
---

One convenient payment tool in Regpack is the ability to save a payment method on file for easy charging.

When an applicant enrolls in an autobill plan, this is done automatically. However, it’s also an option for you to save a payment method on file for one-time charging abilities.

In order to save a payment method, you’ll need to use the payment method to issue a payment. From there, you can save the card for future payment processing.

**Note: You must obtain your applicant’s permission before saving their payment information in your system.**

First, locate the user with whom you’d like to add a saved payment method.

Once you see them listed in the User Management list, click on their status bar, highlighted in the green box below:

![How\_to\_Save\_CC\_ACH\_Payment\_Options\_Img0.png](https://api.archbee.com/api/optimize/uAn0OdaGcbD9zMQmvOuP7/UjseeygUFePvXu2v0LRMD_63146734451476.png)

Next, select their checkout form under the **Forms** tab.

::Image[]{src="https://api.archbee.com/api/optimize/uAn0OdaGcbD9zMQmvOuP7/4PuWyaDhJ1ZbQEl5Bj-QH_63147130698518.png" size="66" width="503" height="679" darkWidth="503" darkHeight="679" position="flex-start" alt="How_to_Save_CC_ACH_Payment_Options_Img1.png" showCaption="false"}

​Another option would be to click the **Payments** tab, and then select **Process Payment**, found at the bottom right of the screen, as shown below:

::Image[]{src="https://api.archbee.com/api/optimize/uAn0OdaGcbD9zMQmvOuP7/LzineHMboCvkJaBXY0cZM_63147289856277.png" size="54" width="502" height="838" darkWidth="502" darkHeight="838" position="flex-start" alt="How_to_Save_CC_ACH_Payment_Options_Img2.png" showCaption="false"}

The next screen will allow you to select either a credit card or ACH payment option. Select the appropriate method, and then enter the payment information in the fields in the prompt.

![How\_to\_Save\_CC\_ACH\_Payment\_Options\_Img3.png](https://api.archbee.com/api/optimize/uAn0OdaGcbD9zMQmvOuP7/hPET8bl_37Xa-5iU99i_4_63147130854679.png)

Scroll to the bottom of the page and you can select the option to save the payment information. If left unchecked, the payment method will NOT save.

![How\_to\_Save\_CC\_ACH\_Payment\_Options\_Img4.png](https://api.archbee.com/api/optimize/uAn0OdaGcbD9zMQmvOuP7/YnHJJ5yIqWOWgo6LP3Zgv_631471309916310.png)

When you’re finished and confirmed the payment information is correct, simply click the **Issue Payment** button to process a payment.

A payment confirmation email will go out to the user when payment is processed. You can also create a customized payment invoice email with tokens and other information if you would like. [Read more about this process here.](https://help.regpack.com/create-and-trigger-a-new-email)

**NOTE: Both part-time and full-time admins can save information and **[process payments for applicants](https://help.regpack.com/processing-electronic-payments-as-an-admin)**, and the name of the admin who processes the payment will be tied to the transaction.**