If you’re using our Stripe Integration, credit cards can be added to client profiles through one of the following methods:
A client can login to their Teachworks account and click on Billing -> Credit Cards to add and manage their credit cards.
A client can login to their Teachworks account and click on the “Pay Online” button on one of their unpaid invoices - once they’ve submitted their card details, they can check the box to save their card.
If you have the option enabled to “Charge & Manage Credit Cards on Behalf of Clients” you can add credit card details to their profiles. To do this, go to their profiles and scroll to the "Billing Details" section. Click on the "View & Manage" link that appears next to "Credit Cards" and complete the form to capture credit card details for the customer.
Is it secure?
Stripe is one of the leading payment processors in the world and they place a high level of importance on security. You can find more information about Stripe's security here: https://stripe.com/docs/security/stripe.
Stripe has a unique tokenization feature that ensures that no credit card information is ever stored on our servers. When a client submits credit card details, or if you submit it on their behalf, that information is sent directly to Stripe and a unique token is created and returned to our server. The transaction is then processed using the token, which then expires once the transaction has been completed.