When you've successfully sold a website, and you're attempting to collect your customer's credit card payment, if they are hesitant to provide their credit card information over the phone, you can use the “Request credit card link" for them to pay online. This link will allow them to safely submit their credit card information through a secure online form. Here’s how it works...
PLEASE NOTE: You must connect your account to Stripe first to use the Client Billing feature.
STEP 1 - From the Site Details page, click on the "Request credit card link" in the Client Billing section.
STEP 2 - Copy the link provided. Please note: each link is specific to an individual site and cannot be used for other sites in your account.
STEP 3 - You can now paste that link inside an email that you send to the client. It's always best to include the details of the fees you plan on charging the client including the setup fee and monthly service fee.
STEP 4 - When the client receives the email and clicks on the link, they will be taken to a page that looks like this where they can safely submit their credit card information using a secure online form.
STEP 5 - Once the client successfully submits their credit card information, you can go back to the Client Billing section on the Site Details page, and finalize the transaction by assigning a plan and completing the order.
PLEASE NOTE: This step is necessary in order to complete the transaction. The client's credit card will not be charged if you don't complete this step.