How to Add Payment Details to a Contact

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Adding payment methods to a contact allows you to automatically charge a contact’s payment details when an invoice becomes due.

 

  1. Go to Contacts and click the contact you wish to add payment details for.

     2. Select the Payment Methods > Add Contact Payment Method for sending or charging payments.

 

    3. Enter in the contact’s credit card or banking details and click Continue to confirm.

‼️IMPORTANT: Once added, Zipi will begin processing any outstanding transactions. Please ensure that all invoices connected to this contact are properly up to date before completing this process.

You have now successfully added payment details to this contact.

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