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Where I can Save Client’s Credit Cards and Bank Accounts?

Updated over 2 years ago

Save your client's credit cards and bank accounts in their profile for seamless use when recording business transactions in the Case#show ledger module.

Adding credit card
Adding bank account

To save your client's financial information:

  1. Go to the 'Accounts' tab on the client's profile page.

  2. Click on 'Billings.'

  3. Select 'Add Card' or 'Add Account.'

  4. Fill in all the necessary details to save the credit card or bank account information securely. Ensure that the saved card or account is active to avoid any issues while recording transactions in the Case#show ledger module.

  5. Double-check the information and click the 'Save' button to proceed."

By following these steps, you can efficiently store your client's financial details, ensuring a smooth experience while managing business transactions in the Case#show ledger module.

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