If you have Ezidebit integrated with PTminder. You can then start adding your clients payment information through these steps:
- Open a client's profile from the 'Clients' tab.
- Open the Ezidebit sub-tab.
- Select 'Bank Account' or 'Credit Card' and fill out all fields.
- Click 'Add Bank Account' or 'Add Credit Card', respectively.
And that's it!
Clients can now enjoy the convenience of having their payments automatically collected from their bank account or credit card. No need to worry about recording the payments manually, Ezidebit and PTminder will record payments automatically for you.
Note: your clients can add their own card details themselves by logging into the client area.