Storing a client's preferred payment method in MediaOS streamlines future transactions and simplifies recurring billing. While MediaOS itself does not store payment data, it allows secure integrations with payment processors to manage these details directly within the platform.
Note: You must be integrated with either Authorize.net or Stripe to save payment information in MediaOS. All payment data is securely stored with your processor—not within MediaOS. Learn how to integrate with Authorize.net or Stripe.
Adding a Payment Method to an Account #
To manually save a payment method, start by opening the desired Account and navigating to the Accounting tab. From there, click Manage Payment Accounts to access the stored payment methods.
Click the + Add button to enter a new payment method. You’ll be prompted to choose between a Bank Account or a Credit Card, depending on your integration.
Note: If you're using Authorize.net, both options will be available. If you're using Stripe, only credit cards can be stored.
Enter the payment details and click Save to store the information with your processor. If the account has multiple payment methods on file, you can also select one as the default for future transactions.
Collecting Payment Information via the Client Portal #
You also have the option to send a secure portal link to your client, allowing them to add their payment method directly. This is a convenient and secure alternative to collecting sensitive information manually.
To generate this link, open the Account and scroll to the Portal Links section at the bottom right. Click the Add Payment Account Form button—this will automatically copy the secure link to your clipboard. Paste the link into an email and send it to your client for them to complete the setup on their own.
