How to Add a Payment Method or Plan to an Existing Customer

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1) Tap on Customer in the side menu to enter the Customer dashboard.

Sidebar Nav Customers

2) Select the customer you want to add a card to.

Customers

3) Tap on Billing

Cust_Details

4) Tap on Add a Card on the bottom of the screen.

Add_Card

5) Fill out the required information of the card and then tap Add Card.

Add_Card_Info

6) To add the Customer to a plan, simply click Add Plan within the Billing section, and select from your Plans. You can also Create a New Plan.

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