How do I add a credit card to a client’s account?

Here’s how to add a credit card to your client’s account, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:


Step-by-Step Guide:

Step 1: Hover over the gear icon for the client you want to edit, then click the “Payment Details” option.


Step 2: Click the “Update Credit Card” button.


Step 3: Enter your client’s credit card information and save changes.


Now you can keep your client’s billing information up to date!

Updated on October 30, 2020

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