How Do My Clients Add a Payment Method

This article shows you how clients can add a payment method to their accounts. This includes methods for one-time purchases and recurring payments. You also learn how clients can remove a payment source.

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Adding a payment method

There are two ways to add a payment method:

• From the account dashboard
• At the checkout

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Dashboard method

1. Log in to the store account.
2. Click the Billing menu tab.

3. On the left menu, click Payment methods.

4. Click the Add payment method button.

5. Fill the fields and then click Save.

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Allowing recurring payments

Clients can control how this payment method manages auto-renewals (e.g., recurring subscription payments).

1. Check the box to automatically allow recurring payments on this payment method.
2. Uncheck the box to prevent auto-renewals on this payment method.

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Checkout method

Your clients can add a new payment method at the checkout.

1. Fill the fields.
2. Click the Place order & pay button.

Two boxes are checked by default. Clients can uncheck the boxes to change the settings.

• Save card (save payment method details in the client’s account).
• Allow auto payment (e.g., recurring payments).