First, login to your Client Area.
Clients can view and manage Pay Methods via the "Payment Methods" page accessible from the Billing and Account sub-menus within the Client Area.
First, click on Billing and then Manage Credit Card.
Clients can view all of their saved Pay Methods, edit, delete and change the default Pay Method used for automated recurring payment attempts.
ADD NEW CREDIT CARD
- To add a new Pay Method, click Add New Credit Card. This will allow you to enter the details for the Pay Method.
EDIT EXISTING CREDIT CARD
- To edit an existing credit card's Expiry Date and Card Description click Edit against the Pay Method.
DELETE STORED CREDIT CARD
- To delete a Pay Method, click Delete. You will be asked for confirmation before the deletion is completed.
Automated recurring charges will be attempted for capture automatically using the default Pay Method for a given client.
If no Pay Methods exist for a client, the client will receive an email informing them that an automated payment could not be attempted and that they must login and pay the invoice manually.
To use a different card, client can login and pay an unpaid invoice manually at any time via the Client Area.