This article shows you how you can add a payment method to your accounts. This includes methods for one-time purchases and recurring payments. You also learn how clients can remove a payment source.<\/p>\n\n\n\n

Table of Contents<\/p>\nToggle<\/span>

Adding a payment method<\/a><\/li>
Dashboard method<\/a><\/li>
Allowing recurring payments<\/a><\/li>
Checkout method<\/a><\/li><\/ul><\/nav><\/div>\n
<\/span>Adding a payment method<\/a><\/span><\/h2>\n\n\n\n
There are two ways to add a payment method.<\/p>\n\n\n\n
- at the checkout<\/li>\n<\/ul>\n\n\n\n
  <\/span>Dashboard method<\/a><\/span><\/h2>\n\n\n\n
  1. Click the Billing menu tab.<\/li>\n<\/ol>\n\n\n\n
    $\"1281\"$
    Click Billing tab<\/figcaption><\/figure>\n\n\n\n
    \n
    On the left menu, click Payment methods.<\/li>\n<\/ol>\n\n\n\n
    $\"645\"$
    Click Payment methods<\/figcaption><\/figure>\n\n\n\n
    \n
    Click the Add payment method button.<\/li>\n<\/ol>\n\n\n\n
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    Add payment method<\/figcaption><\/figure>\n\n\n\n
    \n
    Fill the fields and then click Save.<\/li>\n<\/ol>\n\n\n\n
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    Fill the fields<\/figcaption><\/figure>\n\n\n\n
    <\/span>Allowing recurring payments<\/a><\/span><\/h2>\n\n\n\n
    Clients can control how this payment method manages auto-renewals (e.g. recurring subscription payments).<\/p>\n\n\n\n
    \n
    Check the box to automatically allow recurring payments on this payment method.<\/li>\n\n\n\n
    Uncheck the box to prevent auto-renewals on this payment method.<\/li>\n<\/ol>\n\n\n\n
    $\"1614\"$
    Enable or disable auto-recurring payments<\/figcaption><\/figure>\n\n\n\n
    <\/span>Checkout method <\/a><\/span><\/h2>\n\n\n\n
    Your clients can add a new payment method at the checkout.<\/p>\n\n\n\n
    \n
    Fill the fields.<\/li>\n\n\n\n
    Click the Place order & pay button.<\/li>\n<\/ol>\n\n\n\n
    Two boxes are checked by default. Clients can uncheck the boxes to change the settings.<\/p>\n\n\n\n
    \n
    Save card (save payment method details in the client's account).<\/li>\n\n\n\n
    Allow auto payment (e.g. recurring payments).<\/li>\n<\/ul>\n\n\n\n
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    Review checkboxes<\/figcaption><\/figure>\n","protected":false},"featured_media":0,"parent":579,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/587"}],"collection":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/comments?post=587"}],"version-history":[{"count":1,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/587\/revisions"}],"predecessor-version":[{"id":588,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/587\/revisions\/588"}],"up":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/579"}],"next":[{"title":"How Do I Cancel a Recurring Payment","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-do-i-cancel-a-recurring-payment\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/592"}],"prev":[{"title":"How to view my email history","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-to-view-my-email-history\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/585"}],"wp:attachment":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/media?parent=587"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/doc_tag?post=587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

<\/span>Adding a payment method<\/a><\/span><\/h2>\n\n\n\nThere are two ways to add a payment method.<\/p>\n\n\n\n\nfrom the account dashboard<\/li>\n\n\n\n

<\/span>Dashboard method<\/a><\/span><\/h2>\n\n\n\n\nLog in to the store account.<\/li>\n\n\n\n

<\/span>Allowing recurring payments<\/a><\/span><\/h2>\n\n\n\nClients can control how this payment method manages auto-renewals (e.g. recurring subscription payments).<\/p>\n\n\n\n\nCheck the box to automatically allow recurring payments on this payment method.<\/li>\n\n\n\n