Contact Record - Financial

Store a client payment method without running it

Save a client's payment method to access later on.

To store a payment method for a client, start by going to the client's contact record and look for the Financial tab. Then select Add Payment Method, input the credit card information, and save.

Note that once a card is saved, the full card number will no longer be accessible. This is to ensure the security of your clients' payment information.

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When the client makes a purchase in the future, you'll be able to ask them if they'd like you to go ahead and charge the card you have on file. When adding a payment to the invoice, you'll be able to select Saved Card under Payment Type.

Add Payment from a Saved Card