What do I have to do to get a payment button, and the ability to add a card via admin site?
We use a call center for customers to call when they don’t want to use the client portal. Other billing software would allow us to add the customers cards, setup autopay, etc from the admin portal. Our customers are getting really mad that we can no longer do these things while over the phone and we are not getting paid.
I have to have to be able to add credit cards and charge the cards from the admin portal.