Saving a customer's payment methods
Saved payment methods let you charge a customer's card or bank account without re-entering details each time. On the customer page, expand Billing, then find the Payment methods area in Customer Billing. Click Add, then choose Add Card or Add Bank Account.
(The bank account option isn't offered for businesses located in Canada.) A secure setup window opens where the card or bank details are entered through Stripe, our payment processor, so the sensitive numbers are handled by Stripe rather than stored by Essential directly.
Once the details are confirmed, the new method appears in the list, though it may take a moment while we verify it. Each saved method shows its brand and the last digits, and the one marked Default is used for automatic charges.
To choose which method is the default, click Edit in Customer Billing and select the default payment method there. To remove a method, use its delete control in the list; you'll be asked to confirm, since removing a payment method can't be undone.
Keep in mind that viewing or managing payment methods needs invoicing turned on for your business, the Create Invoice permission, and a verified Stripe connected account — if you don't see this section, one of those is missing. If you need the permission, contact your business's administrator to review your role.
Adding or removing a method is also recorded in the customer's timeline.
Where to find it: Customer page, Billing panel, Customer Billing section, Payment methods
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