Adding a credit card to a customer’s profile in PRO Software allows for seamless payment processing, auto-pay setup, and flexible billing options. Follow the steps below to securely store customer payment details.
Steps to Add a Credit Card
- Navigate to the Customer Page
- Go to the same screen where you edit the Invoice Method and set up Auto-Pay.
- Locate the "Add A Card" Option
- This option is found in the top right of the screen.
- If you don’t see it, click the "More" button.
- Click "Add a Card" from the Dropdown
- This will open a secure portal to enter payment information.
Managing Multiple Credit Cards
- You CAN add more than one credit card per customer, but each card must be entered separately.
- When setting up units/assets (explained in a later section), you can select a default credit card for each unit as needed.
Finalizing the Payment Method
- Enter the Customer’s Credit Card Information
- Ensure accuracy when inputting payment details.
- Click "Add New Card"
- This will securely save the card to the customer’s profile.
📌 Note: Once customers are set up, additional credit cards can be added to their profile. More details on managing stored payment methods will be covered in the Accounting Training module.
Final Thoughts
Adding credit cards in PRO Software ensures efficient and flexible payment management. By securely storing multiple cards, businesses can streamline billing, reduce missed payments, and offer customized payment options for their customers.