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Save a Credit Card to a Business Account
Save a Credit Card to a Business Account

Store credit cards for business accounts securely in CleanCloud Pay or Clearent and charge invoices effortlessly with saved payment details.

Rafael avatar
Written by Rafael
Updated over 2 weeks ago

With CleanCloud Pay or Clearent (and Stripe in select countries), you can securely save a credit card to a Business Account. Once saved, this card can be used to charge the Business for their invoices, streamlining payment processes.

How to Store a Credit Card for a Business Account

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

  2. Select the Business: Click the credit card icon next to the relevant Business Account.

  3. Enter Card Details: Provide the card information and click Submit.


How to Charge an Invoice Using the Saved Card

  1. Go to Settings → Invoice.

  2. Select Unpaid Invoice: Ensure Unpaid is selected and that you have chosen the correct recipient (Customer or Business Account).

  3. Open Payment Options: Click on Payment.

  4. Choose the Saved Card: If the Business Account has a saved card, you’ll see a Pay with CleanCloud Pay or Pay with Clearent Saved Card button.

  5. Complete the Payment: Click the button to charge the saved card.


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