Adding Credit Card Details to Client Profiles

If you’re using our Stripe Integration, credit cards can be added to client profiles through one of the following methods:

1. A client can login to their Teachworks account and click on Billing -> Credit Cards to add and manage their credit cards.

2. 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.

3. If you have the "Display 'Save Card' Option on External Invoices" option enabled in your Stripe add-on settings (and the "Hide 'Pay Online' Button from Clients" is disabled), then clients will have the option to save their credit card details when paying an invoice from the link in the invoice email.

4. 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, view their profile and follow the steps below:
   
   Family Profile: Scroll to the "Payment Details" section and click on the "View & Manage" link that appears next to "Credit Cards". Complete the form to capture credit card details for the family.
   
   
   
   Independent Student Profile: Scroll to the "Billing Details" section and click the "View & Manage" link that appears next to "Credit Cards". Complete the form to capture credit card details for the independent student.
   
   
   

5. You can collect credit card details for new clients when they sign up by creating a custom form using the Custom Forms Add-on and including the Credit Card fields on the form.

6. If you would like to add credit card details to existing customer profiles, you should use the Custom Form Invitation Add-on, as it will update their existing profiles. 

NOTE: Clients can remove credit cards from their profiles by clicking on the "Remove" option. However, they are not able to remove the default card. Only the Administrator is able to remove the default credit card from a client's profile.

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.