Hurdlr Pro allows you to send customized invoices to your clients. If you have clients who you do business with regularly, they can add a card on file, so you can automatically charge them when you send their invoices.
Automatically Charging Clients
If your account is set up to accept payments via credit card through Stripe, then you can toggle on the ‘Charge Card on File’ option when sending an invoice to your client.
If your client has not yet added a card on file, you will see a pop-up prompting you to send a billing link to your client so that they can add a card on file.
After selecting ‘Yes’, your client will receive an email asking them to add their card on file.
Once your client has added a card on file, you’ll be able to toggle on the ‘Charge Card on File’ option on and proceed with sending the invoice and automatically charging your client. After sending the invoice with this option enabled, your client will receive two emails: one with the invoice and one with a receipt.
If your client adds their card on file, it will give neither you nor Hurdlr access to your client’s credit card number.