Hello juliakindsupply,
Having an option to add a payment method when setting up Workflow would be a great advantage, especially for customers who find it beneficial.
As of now, this feature is unavailable in QuickBooks Online. With that, I recommend sharing a proposal with our developers. Here's how:
- Click the Gear icon.
- Under PROFILE, select Feedback.
- Type in a few words to describe your suggestion.
- Click Next.
Furthermore, I've added this article that details how you can manage workflows: Use workflows in QuickBooks Online Advanced to send reminders.
Keep me posted whenever you have concerns about setting reminders for your customers or your team.
