Step-By-Step Guide to Adding Payment Methods Within the Billing App
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Billing’.
2. Navigate to the Customers Tab:
Within the 'Billing' app, move to the 'Customers' tab.
3. Choose the Company:
Identify and select the company you wish to add the payment method for in the list on the left side of your screen.
4. Create a New Payment Method:
Next, press the '+ Create' button, then select 'Add Payment Method'.
5. Fill Out Payment Details:
The 'Customer' dropdown will be locked and should display the company you selected earlier. Now, fill out the remaining fields as needed. This includes the 'Name on card', 'Nick-name', 'Card number', 'Expiration date', and 'Billing Information'. Once completed, select the 'Add Payment Method' button.
6. Confirmation of Addition:
After successfully adding the payment method, it should now appear under your client's account in the 'Billing' app, ready for use.