Firm360 clients can securely save their credit card information and authorize it for future invoice payments by following the steps below:
The user generates and emails the invoice to the client. Click here for how to create an invoice.
The client opens the email and selects View & Pay Invoice.
From there, the client can click Pay Now enter their credit card information and choose to save it securely on file for future use.
The client enters their credit card information, selects Save Card and Approve for Future Charges, and then clicks Submit Payment.