How can I collect my customer's payment information?

There are several ways to collect and save your customer's payment information:

1. Send Payment Info Requests: You can send a request to your customers to provide their payment details. Click on the support article below to learn more.

How to send a Payment Info Request?

2. Initial Invoice Payment: Send an invoice, and have your customer's payment information saved when they pay the invoice.

To enable the feature to have your customer's payment information saved when they pay an invoice with the Pay Now link, click "Settings> Customer Portal Settings" and scroll to the Portal and Pay Now section. Click to enable "Customer must save payment information when using a new card or bank account while paying an invoice with the Pay Now links. When off, saving cards and bank account information is optional for your customer. Installment plan invoices will still require payment information to be saved on file". Then scroll down and click " Save Portal Settings".

3. Customer Portal: Customers can then add their payment details directly in your Customer Portal.

After your customer logs into the Customer Portal they will need to click on "Update Payment methods". Next they will need to click on "Add payment method" and enter their banking or credit card details depending on which gateway you are using. Click "Add account" to add the payment information.