You can view card details that your client has stored on their account and that are linked to an active payment plan.
Clients can store up to 4 credit or debit cards.
To view the card details on your client record:
- Select a client
- Select Profile then Manage card details
- Any stored credit or debit cards for your client will be displayed.
You can return to the top of this Online services for agents user guide for help on other areas.
Note: Only clients can add, update, or modify their card information.