How To Manage Customer Payment Methods

Prerequisites

• Access to the Jumbo Lottery Platform (JLP) admin
• Level of access required to view customer account details

1. Search For A Customer

Using The Quick Search Field

Located at the top of the Admin Panel is the quick search field. This will show the text “Search for a customer or event”.

In this field, you can enter various identifying details which will allow you to search for a customer.

Using The Search Form

Navigate to the J dashboard. Select ‘Customer search’ from the toolbar located on the left of the page.

For further steps on how to search for a customer, click here.

2. View A Customer’s Payment Methods

Once the correct customer profile has been found, select ‘Payment details’ from the toolbar on the left of the page.

A dropdown menu will appear with various payment methods to view.

Bank Accounts are only for withdrawing prize funds.

Select the relevant payment method to view a customer’s payment sources.

There will be a variety of information available for each payment source. This information includes:

Bank Accounts

• Banking Institution
• International Bank Account Number
• Account Name
• Account Status
• Actions
• Payment Gateway

Cards

• Name on card
• Card Type
• Card Number
• Card Expiry Date
• Date Added (when hovering over card details)
• Card Status
• Payment Gateway

PayPal

• Customer Funds ID
• Date Added
• Payer ID
• Actions

3. Add A Payment Source

Only cards and bank accounts can be manually added on Jumbo Lottery Platform Admin.

Add A Bank Account

Select ‘Bank accounts’ from the ‘Payment details’ dropdown menu.

Then click on ‘Add Bank Account’ in the bottom left of the bank account details page.

Enter the customer’s Australian bank account details or SWIFT information for international customers. Click on ‘Create account’ to save these details.

Add A Debit Or Credit Card

Select ‘Cards’ from the ‘Payment details’ dropdown menu.

Then click on the top-left rectangle which says ‘Add new credit/debit card’ on the card details page.

Enter the customer’s credit or debit card details. If needed, select the box in the bottom left to make this card the default card.

Click on the blue ‘Save and add card’ button to save these details.

4. Change The Default Payment Card Or Default Payment Method

Change Default Card

Select ‘Cards’ from the ‘Payment details’ dropdown menu.

If there is more than one credit or debit card on the customer’s account, the default card will have a green label in the bottom right.

Click on the blue ‘Make default’ button on the bottom left of the non-default card to change the default payment card. Changes are saved automatically.

Change The Default Payment Method

Select ‘Cards’ from the ‘Payment details’ dropdown menu.

The default payment method is situated on the right of the card details page. The default payment method can be either of these options:

• Always use my default card
• Use funds, then my card
• Only use ‘My Funds’

Click on the dropdown menu to select a different default payment method. The changes are automatically saved.

5. Deactivate A Payment Source

Deactivate A Bank Account

Navigate to ‘Bank accounts’ under ‘Payment details’ on the customer profile.

Select the blue ‘Deactivate’ button in the ‘Action’ column.

Then select the blue ‘Deactivate’ in the bottom right of the pop-up window.

Deactivate A Credit Or Debit Card

Navigate to ‘Cards’ under ‘Payment details’ on the customer profile.

Select the blue ‘Deactivate’ button at the bottom of the card details.

Then select the blue ‘Deactivate’ button in the bottom right of the pop-up box.

Delete A PayPal Account

Navigate to ‘PayPal’ under ‘Payment details’ on the customer profile.

Select the blue ‘Delete’ button in the ‘Action’ column.

Selecting ‘Delete’ will remove the PayPal account immediately without a pop-up prompt.

The PayPal account has now been deleted.