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 by navigating to their profile, opening the ‘Billing’ tab 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 their 'Billing' tab.
The Billing page as viewed by an Admin.
Frequently Asked Questions
Can my Clients use Bank Transfer as their preferred payment method? (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 by navigating to their profile and heading to Billing > Edit Client Default Payment Method - then selecting the preferred option.
Update preferred payment method options tab.
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 the 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, then 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.
Additionally, on the Stripe payments page (within TutorCruncher), there's now a dedicated tab to view all Invoices and Credit Requests with payments made specifically through a Stripe Bank Transfer.
You can access this page by navigating to System > Settings > Payment Integrations > Card Payments with Stripe > Payments > Bank Transfers.
Stripe Account Bank Transfers page.
You can also view the Invoices and Credit Requests paid via card.
Stripe Account Card Payments page.