You can save a client’s card on their profile so it’s available for payments and scheduled billing. Here’s how to add one:
1. Open the Client Profile
Go to your Client List, or
From a transaction, click the Client tab to open the client's profile.
2. Go to the Saved Cards Tab
On the client profile under the client’s general info, click the Saved Cards tab.
If no cards are saved yet, the saved cards list will be empty.
3. Add a New Card
Click the green Add New Card button which opens the window where you can add the card information.
Select your Payment Gateway.
Enter the card number, expiration date, and security code.
4. Choose the Billing Address
If the client already has an address on their profile, it will auto-fill.
If you need to add a new billing address:
Select Other from the address dropdown.
Enter the new billing address in the fields that appear.
5. Save the Card
Click the green Add New Card button.
The card will be validated by your payment gateway.
Once validated, it will be saved to the client profile.
All saved cards on a client profile will be available as a payment option when a payment is being made for a transaction associated with this client.
Need Help?
If you have any questions about adding or removing saved cards, contact us at [email protected].