How to request payment information from my client ?

You can easily request payment details from a client at any time by following these steps:

1. Navigate to the client’s file.
2. Scroll down to the "Payment Cards" section.
3. Click on the three dots (...).
4. Select "Request Payment Info".

Once you confirm your action, an email will be sent to the client. You will receive a notification as soon as they provide their payment information.

Please note you can also manually enter payment information if you have them :