Add Cards to a Client
Instructions for adding and managing credit cards for client accounts.
To add a credit card for a client, follow the steps below: Navigate to the Clients section.Open the desired client's profile. Go to the Client Cards section. Credit card information for individual and corporate use can be securely stored, provided the company has a payment processor setup, such as Stripe.
Steps to Follow
- Navigate to the Clients section
- Open the desired client's profile
- Go to the Client Cards section
- Click 'Add Card'
- Enter the card details
- Save the card information
Pro Tips
- Ensure your company has a payment processor like Stripe set up first
- Always verify the card information is entered correctly
- Inform clients about secure storage of their payment information