Save a payment method in a Client Portal

Summary

You can save a payment method to speed up the payment process for future payments. You can also create as many different saved payment methods as you desire.

Note that due to PCI compliance, you will not see a saved payment method that was saved by a Client Portal user. Likewise, when you as the firm create a saved payment method in a Client Portal, that saved payment method cannot be seen or used by a Client Portal user, but can be seen and used by other firm staff when viewing that client's Client Portal.

There are three ways to create saved payment methods.

Included in this article:

• Steps to save payment method when paying an invoice
• Steps to save a payment method for future payments
• Steps to save a payment method while creating a recurring payment

Steps to save payment method when paying an invoice

1. Log into the Firm Portal
2. Go to the Clients section
3. Search for and find the client you would like to make a payment for on their behalf
4. Under the “Actions” column, select the three small dots
5. Select “Client Portal View”
6. You will be brought to that client’s portal
7. You can choose to make a payment using the client's payment method they provided to you
8. You can choose which invoices to include in the payment to be made
9. Enter in the details for the new payment method (credit card, debit card, or bank transfer)
10. Shown below the payment method details is an option to “Save Payment Method”, select this option to save the payment method
11. Complete the payment by then entering in one or more email addresses to receive a receipt and selecting the “Pay $XXXX” button

Steps to save a payment method for future payments

1. Log into the Firm Portal
2. Go to the Clients section
3. Search for and find the client you would like to make a payment for on their behalf
4. Under the “Actions” column, select the three small dots
5. Select “Client Portal View”
6. You will be brought to that client’s portal
7. Select the “Settings” tab along the top
8. Navigate to the “Saved Payment Methods” section
9. If you have previously created any saved payment methods, they will be shown here
10. To create a new saved payment method, select “+ Add Payment Method”
11. Enter in the details for the new payment method (credit card, debit card, or bank transfer)
12. You will have the option to make this payment method the default payment method for any future payments at the bottom of the pop up
13. Once the payment details are entered, select the “Save Payment Method” button to save

Steps to save a payment method while creating a recurring payment

Recurring payments require the use of a saved payment method. When creating a new recurring payment, you are given the option to use an existing saved payment method, or to create a new saved payment method. Click Here for step-by-step instructions on how to create a recurring payment.