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About "Request Payment Method"

Easily prompt clients to add their payment details

Dani from Anchor avatar
Written by Dani from Anchor
Updated over a week ago

By tapping the "Request Payment Method" button, you can instantly send an email to clients, prompting them to add or revise their payment details in Anchor.

What will the client experience?

Once the request is sent, clients will receive an email instructing them to input their payment information within Anchor.

If their agreement originated outside of Anchor, it's advisable to additionally reach out to clients, ensuring they understand the transition to the Anchor platform.

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