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Adding a Customer’s Credit Card on File

 

There are two places you can add, edit, or delete a customer’s credit card.

The first is by clicking the “Customers” tab, then click “Manage Credit Cards

 

 

On this screen, there are two tabs: “Customers With Credit Cards” and “Customers Without Credit Cards

On the “Customers With Credit Cards” screen, you can edit or delete a card.

On the “Customers Without Credit Cards” screen you can send them an email or text message asking them to add a card or you can add a card yourself by clicking the “Add Credit Card” link at the far right of the screen.

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The other place you can manage one of your customer’s credit cards is by clicking the “Customers Tab“>Customers

From there, locate the customer and click the pencil icon on the right side of the screen.

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Once on the customer screen, on the right side of the screen, you will see a blue “Add a Credit Card” button. Click it and it will prompt you to enter their credit card.

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Updated on February 20, 2022

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