How to save a card via Pay by link
Updated
To save a card on file, The Associate Client with Payment feature on the Collect payment tab is required.
- Search for or add a new client.
- Choose Pay by link.
- Click Continue to send the payment link to your client.
The client will have the option to save the card after entering their payment information.
The card is now available for future use by searching for the client and selecting the desired card from the payment methods.
The client will also have the option to pay with their saved card with future Pay by links or they can enter a new card by clicking Cards under More payment options.
The option to delete a card on file is only available through the Vetsource Platform by clicking the 3 vertical dotted menu to the right of a saved card.
