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To add a new stored card:

  1. From the left navigation menu, under Payments select Collect Payment, then go to the Phone Payment tab.

  2. Fill out the payment information and click the checkbox labeled Save card details for future use? at the bottom of the page.

  3. Enter your client's email address in the pop-up box. They will receive a confirmation email to this address when a payment method is saved or removed from their account.

  4. Click the green Submit Payment button to save the payment details to your client's account.