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Sending Requests for Customers to Add Their Card

Prompt customers to add their payment details so they can pay invoices, payment plans and recurring charges automatically in Class Manager

To enable automatic payments through Stripe (debit/credit cards), customers need to have their card details saved on their account.

You can send a request directly from Class Manager, prompting customers to securely add their payment method through the customer portal.

Sending a Card Request to Customers

You can send a request to one or more customers at the same time.

  1. On the left menu, click  Customers
  2. Click View All
  3. Select the customer(s) using the checkbox
  4. Click Group Actions
  5. Select Request Payment Method

The selected customers will receive a request prompting them to add their card details via the customer portal.

What the Customer Will See

Once the request is sent:

  • The customer receives an email with a link to add their payment card
  • They will be directed to the customer portal
  • They can securely add their card details

Once added, their payment method becomes available for:

  • AutoPay invoices (if enabled)
  • Payment plans (if configured)
  • Recurring charges (if configured)

📝 Important Notes

  • Customers must add a valid card for AutoPay to work
  • You can send requests to multiple customers at once using Group Actions
  • Customers can manage their card details anytime in the portal (if enabled)
  • Adding a card does not automatically enable AutoPay, payment plans, and recurring charges unless it has been configured. Please refer to the guides here:
    ➡️ Setting Up AutoPay
    ➡️ Setting Up Payment Plans
    ➡️ Setting Up Recurring Charges

Need Help?

If a customer reports they did not receive the request: