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How clients manage saved payment methods

The Wallet — add, default, and remove saved cards.

Clients can save a card in the portal so future invoices are a one-tap payment.


The Wallet

The portal's Wallet has two tabs: Payment Methods and Payment History. Under Payment Methods, clients can:

  • Add a card for faster paying next time.

  • Set one as their default.

  • Remove a card they no longer use.

Payment History lists everything they've paid, with receipts they can download.

Note: Saved cards and the Wallet require SityPay. Card details are handled securely by the payment processor — they're never stored in Fieldsity itself.


Saved cards also let you charge for recurring work — see Set up SityPay to accept card payments.

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