Public clients can save a card on file when paying through an e-payment request, while Volume clients can save a card on file when paying invoices through their Portal.
Vaulting a Card
When users receive the e-pay link, they enter their card information to complete payment for services.
It looks like this:
Client paying onlineOnce they click the Make Payment button, they will get another pop-up that looks like this:
Vaulting a card- Client viewOnce the first payment is made, and the card is vaulted, the credit card icon turns green.
How a vaulted card appearsIf you add on another service, you simply charge the card without asking permission from the owner again. They have given you permission when they vaulted it.
You charge the card here in the financial tab of checkout.
E-Payment with Vaulted CardAnother receipt will then be sent to the client for the new charge.
They will get another email that lets them manage their cards.
Managing cards through a receipt If they click here, it looks like this.
Managing cards in HQThey can remove their vaulted card at any time by clicking the red trashcan icon. They can switch cards by clicking the +Add New Card link.
If they cannot manage to do this, you can look them up in HQ and remove the card via the Saved Credit Cards section under their client Profile.
Removing the client's card for them