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:
- From the client tab, select the client you would like to request a payment method from
- Then go to the client's Payments tab, Select Payment methods, and finally the green "request payment method."
- This will open a pop-up window where you can custom the message you would like to send to the client.
- 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.
- From the client tab, select the client you would like to enter a payment method for
- Then go to the client's Payments tab, Select Payment methods, and finally the green "New Payment Method."
- 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:
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