Adding Client Payment Information
1. Click "Clients" from the Sidebar Menu.
2. A list of all of your clients will appear. Click on the client you want to edit.
3. A pop-up will appear. Click "Edit" in the top right of the page.
4. Scroll down to "Additional Information" and select "+Payment Information".
5. A pop-up will appear. Enter the Payment Information in the respective fields. The pink asterisk notates required fields, including: Name on Card, Billing Address 1, Billing City, Billing State/Province, Billing Country, Billing ZIP, Credit Card Number, CVV/CVC, Exp. Date, and Status. When you're finished, scroll down and select the pink "Submit" button at the bottom.
**PLEASE NOTE: This is the only area in Suitcase you're able to store credit card information. Do not store credit card information in any other areas except in the Payment Information section.
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