Search
Add a payment method for a customer
Find out how to add your customer's credit card or bank account to their account.
On this page:
Overview
Customers can pay through Cut+Dry using a credit card or bank account. Please note that debit cards are not allowed.
Follow these steps to add a payment method to your customer's Cut+Dry profile!
Add a payment method for a customer
- From the side navigation menu, select Customers.
- On the Customers page, select your customer.
Tip: If you have many Customers, consider using the Search box for quicker results.
- Select the Invoices tab, then the +Add Payment Method link.
- Select the payment method to add, then enter the customer's payment details.
- Select Next.
Result
Once you add a payment method, it will show on their Invoices tab. Consider now reviewing Enable Auto Pay for a customer.
Your customer will also be sent an email. The email will look like this, except with your company's branding.
