It's easy to store credit card or ACH payment methods on file for any customer so you can charge them automatically each month or on demand any time you like. You can store multiple payment methods per customer and name them anything you like for easy reference.
How to create a saved payment method
Navigate to any Customer page
Click on the "billing" tab in the top left section (the dollar sign icon)
Click "Add +" next to "Saved Payment Methods"
Enter a "Payment Profile Name". This can be anything you want but we recommend naming it something that tells you what the payment method can/should be used for.
Choose a payment "Type" (ACH or Credit Card)
Enter any notes you think are relevant (optional)
Click "Next" and enter the payment details on the following screen.
Click "Submit" when done.
The payment method will be stored, encrypted and tokenized and you will only see the Payment Profile Name, expiration date and last 4 digits of the card number for PCI compliance and security.
If you'd like to activate auto pay for any customer with a saved payment method, you can follow the steps in this article