Create a V2 Credit Card Capture Form

The Credit Card Capture Form can be used to capture a Client's credit card for the first time and ensure the credit cards you have on file are updated and accurate. 

Note that the V2 Credit Card Capture form can only be emailed to a Client or Lead and cannot be embedded on your website. If you need the ability to embed it on your website, please use the V3 Credit Card Capture Form instead.

To create a V2 Credit Card Capture Form, follow these steps:

1. Go to Marketing > Forms.
2. Click Add Form.
3. Click on Prebuilt Forms.
4. Select Credit Card Update Form and then Load.
   
   
   
   
5. Make any desired changes to the Form Settings and Form Layout and then click Save & Close.