If the default payment terms for your firm’s account are to pay by credit card, then you can select a particular card for each transaction from the Order Review screen of the workflow.
That card will then be charged when the order is complete.
You can also add a new card to your account from this drop-down, if you choose, before finalizing your order.
Add nicknames to each card to keep track of which is which. You might use a nickname to identify cards for different departments in your firm, or use a client billing code in the nickname to help trace costs.
Note: If the default payment terms for your firm’s account are to pay by ACH, you will not see this option on the Order Review screen.
Learn more about how to manage your payment options from within the Billing Center.