Navigation: Click the link "go to portal" from any Client's blue snapshot panel > click "Settings"


Here your client can:

  • register one or more credit/debit cards with you

  • delete any cards already registered

  • specify which card is the default card to be used for making payments

  • Your client can also authorise you to take due payments automatically from their card here (unless you have switched this option off in which case they can not opt out - see the information on Setting your  Stripe Credentials and in particular the option Require Automatic Charges Allowed for more information


See Taking a Payment via Stripe for more help on this topic.




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Adding a New Credit Card >

Stripe offers a simple and convenient way to enable your clients to pay their invoices with a credit and / or a debit card.


Deleting a Credit Card >

How to delete a credit card from the client account if it has expired or has been compromised.


Setting a Default Credit Card >

With more than one card registered on the account, the client can specify a default card to be used.


Taking Automatic Payments >

How to prevent your clients from de-authorizing you from taking payments automatically from their credit card.