Description of Issue:
When trying to create a new payment method for a customer from Sales Automation, it is not saved and may return an error. This would apply to anyone using the API to create new Payment Methods for Customers.
Resolution:
This can be caused by the Payment Method Code needed for the new record which is not in the SedonaOffice database. Checking the API log, you will see an entry like the one below.
The response will show the problem.
{"validationError":["The PaymentMethodCode EFT is not valid."]}
The API for adding payment methods uses default values for creating the records and if these default values are not in the table the record will not get created.
The Payment Method Codes below need to be in the SedonaOffice Company.
Go to Sedona Setup and select Payment Methods
Verify the Payment Method Codes below exist in the SedonaOffice company.
| Payment Method Code | Description |
| Check | Check |
| Visa | Visa |
| MasterCard | MasterCard |
| Discover | Discover |
| American Express | American Express |
| EFT | Electronic File Transfer |
| Cash | Cash |
| Credit Card | Credit Card |
