Once your merchant account has been approved and you have an active billing plan, it's time to assign the plan to a client profile.
Table of contents:
To start, make sure you have the following:
How to activate a billing plan for a client?
Next, we'll guide you through activating a billing plan for an existing client. You can also assign plans when creating a new client profile.
Click on Clients.
Click on the Actions menu next to the client you want to activate.
Click on Plan Actions.
Select a plan from the dropdown menu.
Click on Select Plan to confirm your choice.
Congratulations! The billing plan has been assigned successfully.
Now, you need to collect your client’s card details so we can charge them accordingly.
How can I collect my client’s payment information?
Once you assign the plan to your client, you’ll see two options to collect your client’s payment information.
Email Credit Card Collection
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.