How To Guide: Managing Cards for Recurring Invoices in HaloPSA

To View the Card Set for Recurring Invoices:

1 Step 1. Go to a client in HaloPSA.

2 Step 2. Go to the 'Billing Tab'.

3 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:

1 Step 1. Go to a client in HaloPSA.

2 Step 2. Go to the 'Billing Tab'.

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

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

5 Step 5. Click Save.

** 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.