How to process a credit or debit card payment with CompanyOn Online Payments.

How to Save a Client's Card for Future Payments

  1. In the left sidebar, click the people icon to open the Clients module.

  2. Find the client in the list and click the card icon on the right side of their row.

  3. A form will appear. Complete the following fields:

    • Card number

    • Expiration date

    • Security code

    • Country

  4. Optionally, enter the client's email, phone number, and full name to save their details for faster future checkouts.

  5. Click "Save".

Note: Once saved, the card will appear as an option in the payment method dropdown when processing future invoices for that client.


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