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Applicable Roles/Permissions/Licenses

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 contact and click the Billing tab on the Contact 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.

4. Enter all applicable billing information in the fields provided.

5. Enter an Account nickname.

6. If needed, click the Save as default payment source checkbox.

7. Click Save changes.

Delete Client Payment Information

So long as payments are not pending for the card or bank on file, you can delete client payment information through the client record.

1. Click the Billing tab on the Contact Profile.

2. Click Payment Settings.

3.  Find the payment method you want to remove.

4.  Click the dropdown arrow in line with the desired payment method.

5. Select the Trash icon to remove the payment information.

6.  The Payment Settings dashboard refreshes to confirm the deletion.