Payment Methods
Saved cards on a client account, with default and auto-renew control.
Overview
A saved payment method is what makes recurring billing work without chasing anyone. Clients add theirs in the portal; you can see which is default and whether auto-renew is on.
What You Can Do
List methods
Every card saved on the account
Add method
Add a card from the portal
Set default
Which card gets charged first
Auto-renew toggle
Per method, controls automatic charging
Delete method
Remove a card that has expired
Card brand
Visa, Mastercard, Amex, or Discover shown per card
Route:
Security: card details are held by the gateway, not in your workspace — you only ever see the brand and last four digits.
/payment-methodsSecurity: card details are held by the gateway, not in your workspace — you only ever see the brand and last four digits.
Common Issues
Subscription failing to charge? The default card has probably expired, or auto-renew is switched off on it.