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 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!