How To Guide: Managing Cards for Recurring Invoices in HaloPSA

To View the Card Set for Recurring Invoices:

Step 1. Go to a client in HaloPSA.

Step 2. Go to the 'Billing Tab'.

Step 3. Scroll down to 'Stripe'. The default payment method will be selected, confirm that the card shown is correct.

To Edit the Card on File for Recurring Invoices:

** This cannot be done until new card information has been added to the Stripe Portal

Step 1. Go to a client in HaloPSA.

Step 2. Go to the 'Billing Tab'.

Step 3. Click edit at the top left hand of the client window.

Step 4. Scroll down to 'Stripe'. Select a default payment method.

Step 5. Click Save.