Credit card information is NOT requested through a separate link. It is included with onboarding onto portal. It would be a plus that credit card and demographics are embeded into client onboarding onto portal.
Credit card information is requested with demographics or consent paperwork
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Upvoters
Status
In Review
Board
💡
Feature Request
Tags
client payments
+3
Date
2 months ago
Author
Marika Dvorak
Subscribe to request
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Upvoters
Status
In Review
Board
💡
Feature Request
Tags
client payments
+3
Date
2 months ago
Author
Marika Dvorak
Subscribe to request
Get notified by email when there are changes.