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Overview
Need to update a client’s payment info? Whether it’s a new credit card or a different bank account, you can easily make the change from the client’s profile in CORE. This keeps billing running smoothly and avoids failed payments.
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Prerequisites
Before you begin:
- You need admin or staff access to the Client dashboard
- The client must already have a profile in the system
- Make sure you have the new card or bank info on hand
Step-by-step instructions
Step 1: Find the client
- Go to the Clients section from your top navigation
- Use the search bar to find the client by name (e.g., “Linda Jones”)
- Click on their name to open the client profile
Step 2: Open the payment settings
- On the client profile, look for the orange card icon that says “View/Change Card”
- Click that icon to manage their payment method
Step 3: Edit and enter new payment info
- Click Edit
- A new screen will appear based on your payment gateway
- Enter the new credit card or bank account details
- Click Save
💡 Tip: Some gateways may give you a choice between credit card or bank — just pick what works best for the client.
Expected outcome
The new payment method will be saved to the client’s file and used for all future billing. You’re all set!
FAQs
Q: Will this overwrite their old payment method?
A: Yes — the new one replaces the old by default.
Q: What if the screen to enter payment doesn’t pop up?
A: Check if your payment gateway is appropriately integrated or contact support for help.
Q: Can I store both a credit card and a bank account?
A: Most setups only use one active method per client — either card or bank, not both.
Still need help?
Reach out to our support team via [email protected]
