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Billing, Invoices & Payment Gateways Beginner

How to Save Custom Credit Cards & Manage Saved Payment Methods

Updated 2026-08-14 3 min read

Store primary and backup payment methods securely for faster 1-click invoice payments.

Store payment credentials securely using PCI-compliant payment gateways for instant checkout.

1. Accessing Saved Payment Methods

Navigate to Billing > Payment Methods in your Client Portal dashboard.

2. Adding New Credit Cards or PayPal

Click Add Payment Method, select Credit Card or Link PayPal, and enter card details securely.

3. Setting Primary Default Card

Check Set as Primary Payment Method to automatically charge this card for upcoming invoice renewals.

Implementation Steps

1

Open Billing > Payment Methods in Portal

Navigate to Billing > Payment Methods in your dashboard.
2

Click Add Payment Method & Enter Details

Enter card number, expiry date, CVV, and billing name.
3

Check Set as Primary Default Method

Mark card as primary for automatic invoice debits.