Can I add a payment method for a client?

Allene Norton
Allene Norton
  • Updated

You can add a payment method for a client as long as it is a credit card. ACH payments are primarily configured by the client themselves, due to the fact that they must verify their micro-deposits in their bank account from Stripe.

There are two places in the product where adding payment methods is possible:

Client Details (Existing Clients):

  • From the Clients page, click on the client you wish to add the payment method for and their details will appear to the right.
  • Next, expand Payment Information. If there are no payment methods added for the client, you will see the option to Add a new payment method.
  • If they already have a payment method connected, you will see an Edit button. Clicking the Edit button will display the current payment methods for the client, as well as an option to Add a payment method.
  • Clicking Add a new payment method will prompt you to select the payment method type. Select Connect a credit card.
  • Enter the client’s credit card details when prompted and click Save. The payment method has now been added to the client’s account.
    • Note: If you are adding an additional payment method, please make sure Set as primary payment method is checked or unchecked based on your preference.

Creating an Invoice or Subscription:

  • When creating an invoice or subscription, you have the option to automatically charge a payment method.
  • If there are no payment methods added for the client, you will see the option to Add a new payment method.
  • If they already have a payment method connected, you will see an Edit button. Clicking the Edit button will display the current payment methods for the client, as well as an option to Add a payment method.
  • Clicking Add a new payment method will prompt you to select the payment method type. Select Connect a credit card.
  • Enter the client’s credit card details when prompted and click Save. The payment method has now been added to the client’s account.
    • Note: If you are adding an additional payment method, please make sure Set as primary payment method is checked or unchecked based on your preference.

Adding a payment method for a client that has not accepted their invitation is not supported.

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