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Take Note: Only users who sign up for Canopy Payments under an Organization entity are able to save client payment information.
Managing payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. Your client's payment information can be saved in Canopy from the Contact Profile. Saving payment information is available for customers enrolled in Canopy Payments.
Save Client Payment Information
1. Select a client and click the Billing tab on the Clint Profile.
2. Click Payment Settings.
3. Click Add Bank Account.
To save credit card information, click Add credit card.
If previous payment information exists, new payment methods can be added via a blue link located beneath the current payment methods.