Types of things you can do
You can view and add credit/debit card details for your clients. You can also update and delete credit/debit card details if the card isn't linked to an active payment plan.
Storing a card for future payments doesn't set up a direct debit arrangement.
Add debit or credit card details
- select a client
- select Profile then Manage card details (you can view any stored cards and add additional cards if there are less than 3 cards stored)
- select Add and complete the mandatory fields (this option won't be displayed if there are already 3 stored cards)
- select: 'I have authorisation from my client to manage their credit or debit cards to make payments on their behalf'
- select Save.
Update debit or credit card details
You can only update the card holder name and card expiry details. To do this:
- select a client
- select Profile then Manage card details
- open the card you want to update using the expandable menu on the right
- update the card details, including name and/or expiry (but you won't be able to make any changes if the card is linked to an active payment plan)
- select: 'I have authorisation from my client to manage their credit or debit cards to make payments on their behalf'
- select Save.
Delete debit or credit card details
To delete debit or credit card details:
- select a client
- select Profile then Manage card details
- open the card you want to delete using the expandable menu on the right
- select Delete to delete a card (you won't be able to delete a card if it is linked to an active payment plan)
- confirm deletion.