How to request payment details from a client

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 collection section to view and manage existing payment methods

• Need to request a new payment method (for example, if a client’s card is expiring)? Simply click Add payment method
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• 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
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• 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