In Anchor, payment methods can be added by you or your client to ensure timely payments
Payment methods can be added in the following ways
Adding a payment method as part of the proposal
When sending a proposal to your client, they will be required to add their payment details to accept it. This approach ensures payment methods are securely added upfront, making it easier to process payments once the agreement is finalized.
You can disable this requirement in the Payment Settings section when creating the proposal.
Add a Payment Method Yourself for a Signed Agreement
This method is ideal if you already have your client’s authorization and payment information, ensuring smooth onboarding without extra client involvement.
Steps for adding a payment method on behalf of your client:
Navigate to your client’s agreement.
Open the Payment Methods tab.
Click the Add a Payment Method button at the top right of the screen.
Add your client's credit card details or verify their bank account details using a micro-deposit.
Send a Request to Your Client to Add Payment details
Use the "Request Payment Method" feature to send a direct request to your client. This ensures they provide accurate payment information and reduces the need for you to handle sensitive details.