How to Save Agent Credit Card Information
You can add/manage payment methods for your clients from their agent record in Spiro
1. Click on Clients…
2. Click on Agents
3. Manage the Agent
4. Click on Manage Payment Method
5. Click on Add Payment Method
6. Add the Client Credit Card Information - click Submit
All Credit Card Information is stored securely on your Merchant Processor (Stripe/Square)
7. Stored Credit Card Information can be used when processing Payments on the Invoice
