Actions with client payment methods (Beta)
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Work in progress
The functionality is currently available for Beta users.
Note
The Payment methods tab is available only when TaxDome Payments or Stripe is connected and set as the default payment provider. Firm owners, firm admins, and firm members with the Manage payments access right can manage client payment methods.
Firms can add and delete payment methods to a client’s account from the Payment methods tab in each client’s profile. For paying invoices on a client’s behalf using saved methods, see the dedicated article .
Add a payment method
You can add a credit card or bank account to a client’s profile directly from the Payment methods tab, or while paying an invoice on the client’s behalf .
To add a payment method from the client’s profile:
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Go to Clients > Accounts from the left menu bar and open the client’s account.
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Go to the Billing > Payment methods tab.
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Click New payment method.
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Select the method type—Card or US bank account—then enter the details. For bank accounts, you can enter the details in two ways: search for the client’s bank or enter bank details manually.
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Click Save.
Payment data is processed by Stripe—TaxDome does not store the client’s card number or bank account details.
Delete a payment method
To remove a payment method from a client’s account:
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Go to Clients > Accounts from the left menu bar and open the client’s account.
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Go to the Billing > Payment methods tab.
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Click the three dots next to the method, then select Delete.
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Confirm the action.
Note
If the payment method is linked to a recurring invoice, you will see a warning and suggest replacing the payment method first. You can proceed with deletion anyway, but the recurring invoice payment will fail.
Replace payment method
When a payment method is linked to active recurring invoices or proposals, deleting might cause failed payments. To ensure payments continue without interruption even if you delete the payment method —replace it before deleting.
To replace a payment method:
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Go to Billing > Recurring invoices from the left menu bar.
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Click the three dots next to the recurring invoice and select Replace payment method
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Select the new payment method and click Replace.
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