When you first assign a billing plan to your client, you have the opportunity to email them a credit card collection form. This is not the only opportunity to email the payment collection form. You can repeat this process as often as needed.
In this article, we will teach you how to re-send the credit card collection form email.
In this article, you will learn about:
To start, make sure you have the following:
How do I re-send the credit card collection form email?
Click on Clients.
Click on the Actions menu next to the client you want to collect the payment details from.
Click on Plan Actions.
You will see two options to collect your client’s payment information:
Email Credit Card Collection (Recommended Option)
Click on Email Credit Card Collection.
Confirm your client’s email address.
Click on Send Email.
Enter Credit Card Manually
Click on Enter Credit Card Manually.
Enter your client’s payment information.
Click on Save.