Save a Credit Card on File

There are two different ways to save a credit card on file. 

The first way is to Save a Card on Customer Profile

To do this, you will go to the Customer tab>Customers

Search for the customer you would like to save the card for and click the pencil button. 

You will see the place to enter and save the card info on the right side of the screen.

Your customer can also save a Card in their Customer Portal. 

You can send them an email to request that they add a card on file. 

To do this, go to the Customer tab>Manage credit cards

You will then switch to the “Customer Without Credit Cards” Tab. 

You can then select to send a text or email to the customer so they can add a credit card in their customer portal. 

You can also add the card for them on this page. 

You can edit the email or text from the pop up or you can learn how to edit the email template here and text template here

Updated on February 25, 2024
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