Card on File

Steps

1. Invite the customer to securely store a payment method with clear consent.
2. Use the stored method for recurring or one-time charges as authorized.
3. Keep an auditable trail of consent and activity.
4. Customers can update their method from the portal.

Tips

• A method on file dramatically reduces late payments and the time spent chasing them.

Related guides

• Online payments Let customers pay invoices online with a secure link, plus support for recurring payments and multiple payment methods.
• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.