Overview
Effectively managing customer payment methods is crucial for smooth transactions and an effortless customer experience. This guide outlines two essential features that simplify payment management: storing cards on file and overseeing saved payment details. These tools empower businesses to securely store, access, and manage customer payment information with ease.
Where to find it?
Contacts > Contact Details > '$' icon (denotes Payments) > Actions
How to add a card on file?
- Click the 'Add Card on File' button under 'Actions'
- Enter the card number, expiration date, and CVV along with the Country
- Verify the information and click 'Add Card'
- It can be done for cards in both live and test mode
How to view cards on file?
- Click the 'Manage Cards' button under 'Actions'
- All stored cards will be displayed as a list
- Each card entry includes the last four digits, expiration date, and any associated label
- Both test and live mode cards would be visible in respective lists
How to delete cards on file?
- Identify the card you wish to remove
- Click the Delete button next to the card
- Confirm the deletion in the pop-up prompt
- Both test and live mode cards can be deleted from respective lists
- In case a card is in for an active subscription within CRM, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction.
