Unlike the other payment integrations where you can directly enter payment details for members/companies in the admin portal, PlacePay lets you send a mandate request directly to the members to request their payment details.
Before diving in, make sure to read more about setting up the PlacePay integration.
Never disconnect a payment integration if you have pending payments!
How to Set Up PlacePay Payment Details For a Member
Go to a company/member profile.
On the page's right side, click Setup Payment Method in the Payment Details section.
You will be prompted to confirm sending a mandate request to the customer's email.
If you confirm, the user will receive an email with a link. Once opened, it will allow them to enter their payment details.
Important information
Unlike the other payment integrations, PlacePay doesn't store financial details automatically. Whenever a member enters their payment details using the link that's been sent to them, they have to enable the Autopay function. If this function isn't enabled, the member's details will not be stored and won't be chargeable.
If the member entered their details correctly and enabled Autopay, the payment details will be stored and chargeable on the admin end. The member can also use the financial instrument on the member portal.