Method 1: Manually Adding a Card or Bank Account
Use this method if you have the customer's payment information on hand and wish to enter it directly into the system.
Access the Customer List: Go to the Modules sidebar on the left and click Customers.
Select a Customer: Search for the customer by name or email and click on their name to open the Customer Overview.
Open Payment Methods: Click the Payment Methods tab at the top of the profile.
Enter Details: Click + Add Method. Choose between Card or Bank and fill in the required fields (Name, Number, Expiry, and Zip).
Save: Click Save. The method will now be available for future transactions.
Method 2: Requesting a "Payment on File" (Secure)
This is the most secure method as it allows customers to enter their own sensitive data via a private link sent to their phone or email.
Initiate the Request: From the Payment Methods tab in the customer's profile, click Request Payment on File.
Choose Delivery Channel: A pop-up will appear with the customer's saved contact info. Select either:
Email: Sends a secure link to their inbox.
Text Message: Sends the link via SMS.
Send: Click Send. A green confirmation banner will appear at the top of your screen once the request is successfully dispatched.
💡 Pro Tips
Status Tracking: Once a request is sent, the payment method will not appear in the profile until the customer completes the form on their end.
Security: Using Method 2 reduces your business's PCI compliance burden because you never see or handle the full card number yourself.