Bill4Time: Payment Methods

Bill4Time Payments now has the option for clients to save a payment method. This payment method can be utilized for anything payment related.

There are two methods to add or request payment information from Bill4Time:

Option One: 

1. From the client tab, select the client you would like to request a payment method from
2. Then go to the client's Payments tab, Select Payment methods, and finally the green "request payment method."
3. This will open a pop-up window where you can custom the message you would like to send to the client. 
4. The client will receive an email with a link that allows them to enter a credit card, bank login or accounting and routing information and save the new form of payment to their profile for future use.

Option Two:

1. From the client tab, select the client you would like to enter a payment method for
2. Then go to the client's Payments tab, Select Payment methods, and finally the green "New Payment Method."
3. This will open a pop-up window where you can center the clients billing information, and save

Once payment information has been enter for a client it will appear under the clients payment tab: