Welcome to Paythepoolman Help Page!
Do you want to add a card on file for your customers? We're here to help you do that!
If you'd rather watch a video tutorial, click here.
First you will want to navigate to the Customer page. From there you can click the credit card tab on the lefthand side.
Once you're on that tab, the page should show these 3 options.
1. Add New Card on File
2. Request card on file via text
3. Request card on file via email
You can add a card either of those 3 ways.
From there you can still update card on file manually or via text/email.
You can also remove/edit monthly charging details or delete the card.
**Please be advised, whatever day you set the card to auto-charge, it will charge at 1AM of that day. And auto-charge charges the MOST RECENT, UNPAID invoice on the account. So if you run your billing on the 1st of the month, and you set the auto-charge date for the 1st, it will run on the 1st at 1AM BEFORE you've had a change to run your billing therefore there will be no invoice to charge on the account. We recommend setting the auto-charging day for at least 2-3 business days after you run your billing**
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email us at support@paythepoolman.com
Have a nice day!