How Do My Clients Add a Payment Method
Your customers manage their payment methods
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.
Adding a payment method
There are two ways to add a payment method.
- from the account dashboard
- at the checkout
Dashboard method
- Log in to the store account.
- Click the Billing menu tab.
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Click Billing tab
- On the left menu, click Payment methods.
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Click Payment methods
- Click the Add payment method button.
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Add payment method
- Fill the fields and then click Save.
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Fill the fields
Allowing recurring payments
Clients can control how this payment method manages auto-renewals (e.g. recurring subscription payments).
- Check the box to automatically allow recurring payments on this payment method.
- Uncheck the box to prevent auto-renewals on this payment method.
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Enable or disable auto-recurring payments
Checkout method
Your clients can add a new payment method at the checkout.
- Fill the fields.
- 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).
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Updated 12 days ago