Once you enable Smokeball Payments, you can request your client to provide their credit card information as a once-off so you can use that card to make payments.
This feature is only available for firms using Smokeball Payments.
Add a credit card to your client’s payment profile
- Search for your contact in the Smokeball Web App.
- Select the Credit Card tab and then select Add Credit Card.
- Enter a description for the card. This is an internal reference.
- Enter the client's credit card details and select Save Card.
Request your client to enter their credit card details
For peace of mind, you can also send a Credit Card Request to your client via email so they can enter the details themselves. Follow these steps:
- Search for your contact in the Smokeball Web App.
- Select the Credit Card tab and then select Request Credit Card.
- Optional: Select the Edit Email button to change the subject line and message content. You also can choose to have a copy of the email sent to your account by using the provided toggle under the To field.
- Select Send Now.
- The client will receive an email prompting them to add their card details.
- The card's last 4 digits and expiry will appear in the Credit Card section of their contact card in Smokeball.
Are my client's card details secure?
Credit and Debit card details will not be stored nor pass through Smokeball. They are saved with the payment processor (FeeWise) and Smokeball will only save a unique ID which references the card.