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Save a Credit Card to a Business Account
Save a Credit Card to a Business Account
Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

If you use our Stripe or Clearent payments integrations you will be able to securely store a credit card to a Business Account. With this saved you will be able to charge the Business using their credit card for their Invoices.

To store a credit card for a Business Account

1. Go to Settings > Admin > Payments & Invoices > Business Accounts.

2. Click the credit card icon for the business for which you wish to add the card for.

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3. Enter the relevant card details and then click on 'Submit'.

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How to charge an Invoice using the saved card

1. Go to Settings > Invoice.

2. Ensure you have 'Unpaid' selected, along with the correct recipient; either a customer or business account.

3. Click on 'Payment'.

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4. You will notice a Pay with Stripe or Pay with Clearent Saved Card button if the business account has a saved card.

5. Click this button to charge the saved card.


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