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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

Stored payment methods require Stripe Arcus uses Stripe-hosted entry fields for saved cards and bank accounts. Manual payments such as cash, check, wire, terms, and external payments can still be recorded without a stored payment method.

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Open an Account’s Payment Methods

  1. Go to Accounts.
  2. Open the customer account.
  3. Select the Payment Methods tab.
  4. Review cards or bank accounts already on file.
  5. Use Add Method when the customer authorizes a new stored method.
Account Payment Methods tab with Add Method button and empty-state card for saved payment methods

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Add a Card or Bank Account

The add method modal supports card entry and bank account entry. Card fields are rendered through Stripe-hosted secure elements, so full card numbers are not stored in Arcus.

  1. Click Add Method.
  2. Choose Card or Bank Account.
  3. Enter the required customer-authorized details.
  4. Save the method.
  5. Confirm the method appears on the account before using it on an order.
Add Payment Method modal with Card and Bank Account options, secure Stripe card fields, and Save Card action
Only save authorized methods Save a payment method only when the customer has authorized future use. If a payment later fails because authentication is required, the customer may need to verify the method again through a customer-facing payment flow.

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Use a Stored Method on an Order

Stored methods are most useful when recording a customer payment from an order or invoice. The payment screen can use the saved method when it is valid, verified, and allowed for the payment type.

  • Card: good for immediate customer payments when the card is usable.
  • Bank account: useful for ACH-style workflows when setup is enabled.
  • Default method: helps teams pick the expected method quickly when more than one exists.
  • Manual method: use cash, check, wire, external, or terms when no stored method should be charged.
Review the payment result After charging or recording a payment, review the order payment summary and email receipt behavior before moving the order into fulfillment.

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Monitor Payment Health

Payment Health is the account-level dashboard for saved-method issues. It helps teams identify expired methods, methods expiring soon, methods needing verification, payment failures, and resolved failure history.

Accounts Payment Health dashboard with issue counts, issue filters, payment method issues table, payment failures table, and resolved failure link

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Common Blocks

  • Add Method is missing: check your permissions and Stripe setup.
  • Card fields do not load: check Stripe connectivity, browser blockers, and network access.
  • Payment method is not selectable: it may be expired, unverified, removed, or not allowed for that payment type.
  • ACH is unavailable: confirm bank-account setup and entity payment settings.
  • Payment fails: review the failure reason, retry rules, customer authentication, and whether a different method is needed.

Account Management

Create customer and vendor accounts with terms, addresses, and preferences.

Contacts and Addresses

Keep billing, shipping, and contact details clean for each account.

Record Customer Payments

Record cash, card, ACH, check, wire, external, terms, or credit payments.

Payments and Checks Settings

Configure payment terms, payment automation, processing fees, AP check printing, and deposit slip layout.

Integrations

Connect Stripe, marketplaces, shipping, email, and other services.