Payments
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      1. InvoiceQuick Resource Hub
      2. Customers
      3. Payments

      How to Change a Customer's Payment Card

      This guide will help you understand how customers can change their payment card information. You can use this information to explain the process to your customers.

       

      1. Accessing the Customers Tab:

        • Log in to your InvoiceQuick account.
        • Navigate to the "Customers" tab in the main menu.

      2. Selecting a Customer or Adding a New One:

        • Click on the name of the customer whose card needs to be changed.
        • If the customer isn't listed, add them by following the guide on how to add a new customer.

      3. Accessing the Customer Dashboard:

        • On the customer’s profile page, click on the "Dashboard" tab located either in the top navigation or sidebar menu.

      4. Generating a Customer PIN:

        • On the dashboard page, find the option to set up a PIN for secure access.
        • Click on "Change PIN"  to create a PIN for the customer.

      5. Sending the Customer PIN:

        • Once the PIN is generated, send it to the customer’s registered email.
        • InvoiceQuick will provide an email template containing the PIN for you to review and send.

      6. Customer Dashboard Access:

        • Explain to the customer that they will receive an email with a link and a PIN.
        • They need to click the link and enter the PIN to access their dashboard.

      7. Instructing the Customer to Manage Their Cards:

        • On their dashboard, the customer should locate the "Manage Cards" section.
        • In this section, they can edit and change the payment cards they use.

      8. Overview of the Customer Dashboard:

        • Payment Summary: Includes total invoices, paid invoices, unpaid invoices, approved estimates, and pending estimates.
        • Invoices: Displays a list of invoices with details like invoice numbers, issued dates, due dates, job descriptions, total amounts, and outstanding amounts.
        • Estimates: Provides a list of estimates with details such as estimate numbers, issued dates, due dates, job descriptions, total amounts, and outstanding amounts.
        • Search Invoices: Customers can search for specific invoices using relevant keywords or invoice numbers.

      By following these steps, you can efficiently guide your customers through the process of changing their payment card information, ensuring a smooth and secure experience.