need the ability to pay with the clients credit card that we have on file

Steven Scop's Avatar

Steven Scop

27 May, 2015 07:18 PM

Is there a way for me to either see the invoice payment link that gets sent to my client so that I can click on it and pay with the credit card i have on file for them? If not, can you add this feature so that we can make payments for the clients that do not want to deal with it? Also if there is a way to do recurring automated payments, that would be great too.

Thanks!

  1. Support Staff 1 Posted by Seth B on 27 May, 2015 08:27 PM

    Seth B's Avatar

    Hi Steven,

    There’s no way to do recurring automated billing currently - but we hope to add that sometime soon.

    As far as paying your clients invoices, we will be adding the ability to charge cards from your interface in the future as well - but for now you can login as them, then use their interface to run the payment.

    Please see this help article for more information on the client interface and logging in as your clients:
    http://help.cashboardapp.com/kb/misc/client-interface <http://help.cashboardapp.com/kb/misc/client-interface>

    — Seth

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