In Pike13, staff members can securely manage client payment information, ensuring that future transactions are quick and easy. Staff can add both credit card and ACH (bank account) details, while clients are restricted from adding ACH info themselves. This control over sensitive payment data helps maintain a smooth billing process.
Important: If you're currently in a trial of Pike13, merchant processing features like credit card and ACH payments will be disabled. Once your account is activated after the trial, you’ll be able to set up a merchant processor and enable these payment options.
Here’s how to add payment details to a client’s profile:
Saving a Client's Payment Method to Their Profile
- From the Clients tab at the top of any Pike13 page, select the client whose payment info you want to add.
- On the client’s profile page, go to the right menu and click Payment Methods.
- Then choose:
- + Add New Card to input a new credit card.
- + Add New Bank Account to enter ACH (bank account) details.
- Click Save to securely store the payment information.
Saving Payment Information During Checkout You can also save a client’s payment info at checkout. When processing their transaction, swipe or enter the credit card details, make sure the box labeled Store [Client’s] credit card is checked, and proceed with Secure Checkout.
Once your trial is over and merchant processing is active, this feature ensures your staff can quickly manage client payment information, making future transactions efficient and seamless for your business.