trouble getting couple session paid from individual

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Kevin Causey

• September 08, 2022 15:29

I've set up two individuals.  They both have entered CC information.  They were made into a couple (by creating a couple and choosing their existing individual accounts).  I've designated one of the individuals as being responsible for the couple.

When creating an invoice and attempting to get payment, the CC information for the individual does not show up as an option.

What am I missing?

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  Sara

  • September 08, 2022 19:10

  Hi Kevin,

  This is currently the workflow for this. When you create a couple from two individual clients, the client's credit card information does not transfer over into the couples file. Instead you will need to re-enter the credit card information.

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