Dec 21, 2023
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Follow the below steps to add a new payment method to a client's account
- Select the Client Tab in the Home Dashboard
- Find the desired client by name, email address or phone number using the search bar.
- Click on the client's name to open their profile
- Select the orange 'credit card' icon located to the right of the Profile Picture
- 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
- Complete the details for your selection
- Click Save