Clients are required to save their card details before they can make payments on TutorCruncher. They can do this themselves when paying an unpaid Invoice.
Administrators can save Client card details via People > Clients > select the Client > Billing and selecting the Add new card button to open the 'Save a new card' menu. Input the card details and click Save new card to save those card details to the Client's profile. All Client billing details can be found on the same Billing tab.
The Billing page as viewed by an Administrator.
Note: The Billing tab is only visible to Administrators with the 'View Accounting' permission. Saving or changing card details also requires 'Edit Accounting'.
Frequently Asked Questions
Can my Clients use Bank Transfer as their preferred payment method?
This is only applicable to UK based companies. If your Branch allows Bank Transfers or uses GoCardless, your Clients can choose either of these as their default payment method. By default:
If a Client has been paying via GoCardless, we'll automatically set GoCardless as their default payment method.
If they usually pay by Bank Transfer, that will be set as their default.
If neither applies, their default will be set to Card.
As an Administrator, you can manually update a Client's default payment method via People > Clients > select the Client > Billing > Edit Client Default Payment Method, then selecting the preferred option.
Updating a Client's preferred payment method.
If a Client doesn't have any GoCardless details saved on their profile, they won't be able to set GoCardless as their default payment method. They'll need to add their GoCardless details first before this option becomes available.
Paying by GoCardless.
If a Client prefers to pay by card, they can choose the relevant option on their Billing page.
Paying by Card.
Clients can also choose to pay by Bank Transfer using the Stripe Bank Transfers option on their Billing page.
Paying by Bank Transfer.
Note: If a Client prefers to pay by Bank Transfer, the Invoice will not be Auto Charged. Instead, the payment request email and the Invoice PDF will include instructions on how to make the payment via Bank Transfer, as shown below.
Bank Transfer Invoice PDF.