Adding a Payment Method in Client Portal

Tia Hildreth

Created Jul 17, 2024

Adding a Payment Method in Client Portal

9
    l

Ritten

2 Steps
1

Starting on main page of Client PortalClick on Payment Methods

Starting on main page of Client Portal
Click on Payment Methods
2

Click on Add Payment Method

Click on Add Payment Method
    c

Add in the Card information you want to you Add in the Cardholder's information

1 Step
3

Click on Save card…

Click on Save card…
Well done!
Create how-to guides like this in a snap. Get Tango now.