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Stackably Admin app: a contact's Billing tab

What the Billing tab on a contact in the Stackably Admin app shows: Process Payment, payment authorization, linked family payment sources, saved cards, billing address and invoices.

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Written by Kelly Shirey

This article covers the Billing tab on a contact's profile in the Stackably Admin app.

Contact Billing tab with Process Payment and Payment Authorization

What's on the Billing tab?

  • Process Payment: take a payment from this contact.

  • Payment Authorization: shows whether the customer has signed to authorize saved payment methods (On File), who signed and when. Tap Preview PDF to view the signed form, or Share Payment Link to send the customer a link to sign and add a card.

  • Linked Payment Source: tap Link Family to let this contact use a family member's saved payment method, for example a parent paying for a child.

  • Payment Methods: cards on file. Tap Add Card to add one.

  • Billing Address: tap the pencil to edit.

  • Invoices: every invoice for this contact with its date, due date, amount and status.

Billing address and invoices list

For more on sharing a card-on-file link, see "Sharing a Link to Add a Card on File."

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