Cone makes it easy to collect and manage your clients’ payment methods directly from the client workspace. Here’s how it works
Under the client’s settings, navigate to the
Payment collectionsection to view and manage existing payment methodsNeed to request a new payment method (for example, if a client’s card is expiring)? Simply click
Add payment method
You’ll have two options:
Copy link: Generate a secure link to share with your client, allowing them to add their payment details
Send email to client: Send a customizable email directly from Cone with a link for your client to provide new payment information
You can specify which payment methods to allow—credit/debit card, direct debit, or both—before sharing the link or sending the email
Once your client submits their details, the new payment method appears automatically in their profile, ready to be set as the default for future transactions