Turning on the "Do you want to save customer's payment details on file?" setting will show a form to save credit card information or ACH account info (if ACH is enabled for your account).
- Use the "Customers" tab from the menu on the left and select the customer from the list.
- Click the "Billing Profile" tab.
- Scroll to the bottom where you will see "Payment Information" as shown in the screenshot below. If the customer doesn't have a payment method saved yet, you'll see a red "No Payment Method has been saved" message.
- Turn on the "Do you want to save customer's payment details on file?" toggle.
- In the "Select Payment Method" drop down select Credit Card or ACH (if your account has ACH enabled) and then enter the customer's credit card information or ACH account info into the pop-up window.
- Make sure to also click "Save" on the Billing Profile tab to save the changes.
- Once a payment method has been saved successfully you will see a green "Credit card data saved." message at the top. Once a payment method has been saved then it doesn't matter if the "Do you want to save customer's payment details on file?" setting is turned off again.
- Once a payment method has been saved then you can use the "+ Update Payment Method" button at the top of the "Update Customer" page to update the already saved payment details.
The "Do you want to run customer payment method automatically upon job completion?" setting pertains to the auto pay feature. If this setting is enabled then the customer's saved payment method will be charged automatically upon job completion. If this setting is turned off then the saved payment method would still need to be charged manually from the Active Invoices page.