Section
Payment Methods
Stored cards and bank accounts for a client, with a default method: charge or request payment without re-entering details.
You'll find this section on a case, a lead and a contact.
The Payment Methods section holds the saved ways a client can pay: credit and debit cards and bank accounts (eCheck), so you can run a payment or send a payment request without typing details in again.
How It Works
- Add a card or a bank account; each shows what it is at a glance: the card brand, or checking versus savings.
- Methods belong to the client, so the same stored card is available on the contact and on every lead or case where they appear. On a case with several payers, each payer’s methods are kept per person.
- One method is the default: the one Outlaw preselects when taking a payment. If you remove the default, Outlaw asks which method should take its place.
- Card and bank details are held by your payment processor; Outlaw stores only a secure reference. Nobody at your firm ever sees a full card number.
This section appears once a payment processor is connected. Set that up under Banking in Settings.
Where You’ll See It
Payment Methods appears on a contact, and on a lead or case for its payers. It’s billing administration for your firm; the client manages their own payment details when paying through the payment portal.