For businesses using Zomentum Payments, adding a payment method on behalf of a client streamlines the billing and payment process. This article provides step-by-step instructions on how to add a payment method for your clients and outlines the importance of obtaining proper authorization.

It is highly recommended that clients set up their own payment methods whenever possible

Steps to Add a Payment Method for a Client

Step 1: Navigate to the Client's Profile

Action: Log in to your Zomentum Payments account and navigate to the specific client’s profile for whom you want to add a payment method.

Step 2: Initiate Adding a New Payment Method

Action: Within the client's profile, find and click on the 'New Method' button. This action will direct you to the payment method form.

Step 3: Fill Out the Payment Method Form

Details: Complete the form with the necessary payment details on behalf of your client. This may include credit card or bank account information, billing address, and other pertinent payment details.

Important: Authorization Requirement

Obtain Client’s Authority

Verification: It is crucial to have your client’s authorization before adding a payment method to their account. Ensure that you have explicit permission from the client to handle and store their payment details.

Check the Authorization Box

Action: On the payment method form, you will see a checkbox labeled "I am authorized by the client to add payment details on their behalf." You must check this box before submitting the form. This serves as your confirmation that you have obtained the necessary authority from your client to add the payment method.

Why is Client Authorization Important?

Legal Compliance

Explanation: Adding a payment method without the client’s explicit consent can violate privacy and financial regulations. Ensuring proper authorization helps protect your business and your client’s rights.

Trust and Transparency

Impact: Obtaining and verifying authorization maintains transparency and builds trust between you and your clients. It reassures clients that their financial information is handled securely and responsibly.

Avoiding Disputes

Benefit: Proper authorization reduces the risk of disputes and chargebacks related to unauthorized transactions, protecting both your business and your client’s interests.

Conclusion

Adding a payment method on behalf of a client in Zomentum Payments is a straightforward process, provided you have the necessary authorization. Always ensure that you have explicit consent from your client before proceeding to add or charge any payment method. This practice not only complies with legal standards but also strengthens the trust and integrity of your business relationships.

For further assistance or more information on managing client payment methods securely, please contact Zomentum support.