How can I add payment details for my customers?

To manually enter a credit card for a client, follow these steps:

1. Navigate to the Automatic Payments section from the menu.

2. If no payment methods exist, click Create Payment Method in the centre of the screen. If there are existing methods, click Add Customer Payment Method.

3. Select the customer.

4. Choose Credit Card or ACH/eCheck as the payment option.

5. Enter the required details.

6. Check the Enable auto-payment box if you wish to enrol the client in automatic payments.

7. Submit the form.