You can save payment methods to client profiles so you can quickly add payments to invoices in the future.
How-to
Add a new payment method to a client
Navigate to the Clients tab, then select the client you would like to add a payment method to.
Select the Details tab in the client's file, then scroll down to Payment methods.
Click + Add new to start adding a new payment method. The following payment methods are available:
Credit/Debit Card - Add a card payment method using the client's card details.
PayTo - Set up a PayTo agreement to pay directly from the client's bank account.
Add a credit or debit card
Select Credit/Debit Card.
Fill in the card details and set the card as the default payment method if desired.
Click Save.
Add a PayTo payment method
Select PayTo.
Fill in the BSB and account number.
Click Send PayTo agreement. A PayTo agreement will be sent to the client for approval. Once approved, the payment method will be available for use.
