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Home > Billing and Payments > Add a new payment method to Client's account.
Add a new payment method to Client's account.
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Follow the below steps to add a new payment method to a client's account 


  1. Select the Client Tab in the Home Dashboard
  2. Find the desired client by name, email address or phone number using the search bar. 
  3. Click on the client's name to open their profile 
  4. Select the orange 'credit card' icon located to the right of the Profile Picture 
  5. Click the pencil icon to open up the Payment Options window. Here you can select whether you would like to add a new credit card, bank account, direct debit account etc 
  6. Complete the details for your selection
  7. Click Save 
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