How to Collect Payments Using Payment Profiles Online

Payment Profiles allows you to save payment options you receive from your customers. You must have an account in order to use Payment Profiles. Payment Profiles created from the application or online will sync with each other and the information will be available for use from either system. 

Log in to your ServiceBridge account and find a Customer you would like to set up Payment Profiles for:

1. Click on Payment Profiles (+)

From there you would enter the information for the customer in the Payment Profile.

Once you go to create a payment you will see that the payment method you added is there, and you can select the payment profile for the customer, no other card information will be needed.

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