Clients can have their payment methods saved in their accounts. These are called Payment Accounts.
Payment Accounts can be saved when clients pay invoices, or you can manually enter a payment account for them.
Let’s learn how to do that. Click Clients in the main menu.
Then select the client you wish to add a payment account for.
Click Payment Accounts in the left margin.
You can create either an ACH account or a Credit Card account.
Fill in all the details for the ACH payment method, including bank account information… and when finished, click Create Account.
The same goes for adding a credit card payment account. Enter the credit card details, then click Create Account.
This is the end of the tutorial. You now know how to set up payment accounts for your clients in Blesta.