Add Card Details in Client Portal

To add card details, follow these steps:

1. Click the Profile Icon in the top right corner of the screen.

   
   

   

   
   

2. Choose the Settings option from the dropdown menu.

   
   

   

   
   
3. On the Card Settings page, you will be able to add or manage your card details.
4. Enter Card Number: Input your 16-digit card number.
5. Enter Validity Month and Year: Select the month and year when the card expires.
6. Enter CVV: This is the 3-digit security code found on the back of your card.
7. Enter ZIP Code: Provide your billing ZIP code.
8. Click Submit: Once you've filled in all the fields, click the Submit button to save your card details.

Note:-

• Card Details Required: If no card details in our system, then you will be automatically redirected to the Settings page. You will not be able to place orders until card details have been provided.

• Auto Debit/Pay Setup: Auto Debit/Pay is enabled by default. However, to process payments, the client's card details must be saved in our system. You can enter these details on the Settings Page within the portal

  The saved card details will be used to automatically debit the amount when an invoice is sent for completed orders.

• Opt-Out-Option: You have the option to disable Auto Debit/Pay if you prefer to manage payments manually.

  If Auto Pay is disabled, an invoice will be sent to the your registered email address. You can pay the invoice directly from the email.

  Additionally, a "Pay" Link will be visible on both the Home Page and the Invoices Page within the portal.

  
  
• Invoices Page: You can view all the invoices and related information on this page. This page provides a complete history of your transactions and allows you to track and manage your payments.

• Remove Card Details: To remove your card details, click on the Unlink Card button in the Settings Page. This will remove your saved card information from our system.