To simplify payments and ensure a seamless transaction process, you can request your clients to add or update their payment details directly through Anchor.
Requesting a payment method for a single agreement
Navigate to the agreement.
Click on the Payment methods tab.
Click "Request a Payment Method" in the top-right corner.
Confirm and send the request.
Important to know:
This request will be sent to all client team members.
Requesting a payment method to one client team member
To send the request to only one person,
Navigate to the agreement.
Click on the 3 dots.
Click "Share direct link".
Select the "Manage payment methods" action.
Copy the link and send it directly to the person via text or email.
Requesting payment methods for multiple agreements in bulk
Go to the Agreements page.
Select the agreements for which you need clients to add payment details.
Click "Bulk Actions."
Choose "Request a Payment Method."
Confirm and send the request.
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 your clients are new to Anchor, it's recommended to reach out to them directly to help them understand the transition to the platform.
