Get Credit Card with Required Steps :
This option was much recommended and awaited from many of our users, such that the Clients themselves can add credit card details from their portal, instead of CRM user to first get these details from individual clients and then add from their side.
An optional field 'Add Your Card on File' have been added under the 'Required Steps' at the Client Portal.
Client Portal: REQUIRED STEPS --> NEXT STEP - Add Your Card on File
It will open below form once you click on 'Add Now' button; you can fill your card information here!
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