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What is an Entry Agreement?

Entry Agreements allow you to enter the payment details, for a credit or debit card only, on behalf of your Customer.

When creating and sending a New Agreement, you will have the option in the Summary section to check a box “I will enter the payment details”. 

By checking this box, you will then be able to manually enter your Customer’s Payment Method after sending the New Agreement.

Your Customer can still log in to their own account and confirm all details of the Agreement, as well as edit/update their Payment Method just like a regular Agreement.