Adding client payment information for billing via Stripe

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Matthew Britton

• July 14, 2022 19:39

We're currently billing clients' cards using a third-party payment processing service, but we're interested in moving that over to Stripe through SP. We have clients' payment information on file with the other payment service.

Is there a way for us to fill in our clients' payment information from our end using the saved information via SP, or would we have to request all of our clients to fill out their information again through the portal?

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  Sara

  • July 15, 2022 15:20

  Hi Matthew,

  You can add a clients credit card by going to the client's Overview page > Edit > Billing and Insurance > Credit & Debit Cards > +Card. If you would like their credit card information to auto-populate into this section, you can resend your clients the Credit Card Information form.

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