Table of Contents
Overview
Wallet in client hub is a self-service option for your clients where they can add and manage their payment methods. To collect their payment information upfront, why not send them an email to request that a payment method be saved in wallet in client hub? This way it'll be ready to go for future work and enables you to set up automatic payments. Requesting a client put a payment method on file is also a good way to set yourself so you're ready to collect payments through Jobber Payments and maintain your cash flow.
Card payments and ACH bank payments can be saved as payment methods in client hub.
Note: ACH bank payments are only available as a payment method in the United States.
This article covers ways that you can request a client saves their own payment method. If you already have their information and want to learn how to save it for future use, check out Adding and Charging a Client's Debit or Credit Card with Jobber Payments
Note: You must be using Jobber Payments to save cards or bank accounts.
What is wallet in client hub?
Wallet is a section of client hub where your clients can enter their card or bank details to save a payment method for future use. Clients can also manage their saved payment methods from their Wallet.
Request that your client saves a payment method
To request that your client save their payment information in Wallet, you can send an email or text message. From Jobber.com, navigate to the client's profile and locate the box for saved Payment methods located underneath the billing history box. Click the button for Send email request or Send SMS request to send an email or text message to let your client know they can save a payment method to be billed for future work.
The verbiage in the email or text is based on the "Request payment method on file" template which can be found in Gear Icon > Settings > Emails and Text Messages > Other. However, after clicking Send email request, you will be able to preview and edit the message being sent to this particular client. If you have any details to share that are unique to this client, this is a good place to add them.
Note: Text messages are not customizable.
When your client receives the email they will have a button to Add Payment Method which directs them to the wallet section of client hub. For text messages, tapping the "Save your card here" URL will direct them to wallet in client hub.
Once in client hub, for your client to add a payment method they'll need to click + Add Payment Method. If they already have saved payment methods, this is also where they can be managed.
This will prompt them to fill out their payment details like the name on card, card number, expiry, CVC, and billing address. If they are adding more than payment method, they can also check a box to indicate which one is the default payment method.
All payment methods added for this client will appear in the wallet section, including those that you added manually and those that were added by the client. The default card is indicated by a Default label as well as a star. The default payment method is the one that will be suggested when charging this client.
Note: Bank accounts (ACH) can only be added by your client through wallet or saving their bank account for future payments while making a payment.
To remove a payment methods, your client can click the red garbage can icon and it will be removed as a stored payment method.
Note: If your client only has one payment method on file and it's being used for a job that is set up with automatic payments, the payment method cannot be deleted by the client. In this situation, your client will see a prompt to reach out to you since the job with automatic payments will need to be updated.