To add or edit an Account's credit card information, you must have an SA account integrated with one of our payment processors (Settings > Integrations).
If you are integrated with one of our processors, then go to CRM > Accounts > (Account Name). From the Review Account overlay, scroll down to the "Billing Info" panel to see if a credit card is currently on file.
To make any changes, click the Edit button from the Actions list, then choose one of three options: No Card on File, Add Credit/Debit Card, or Edit.
No Card on File
If you have not integrated with a credit card processor, then you'll only see the client's billing information listed under Edit > Billing Information.
If you are set up with a processor, then you'll have the option to add a new card on file.
If you're integrated with a credit card processor but the Account does not have a card on file, you'll have the option to add a card to the Account.
To add a card, follow these steps:
- Click Add Credit/Debit Card to open the "Add Credit Card" dialog.
- Enter the card details, then click Save Card.
- When you are done making changes, click Save Account.
If the Account has an existing credit card on file that you want to edit, click the image of the card on the Edit Account overlay:
If you click Edit Credit Card, you'll see an Edit Credit Card overlay. This will allow you to enter the new credit card information.
To remove a credit card, click the red trash can icon to the right of the card image.