This guide will walk you through the different ways to add a payment method on file and the steps needed to add a payment method to a customer profile, ensuring a smooth and secure setup process, making it easier to charge customers quickly and securely.
Good to know:
From the Contact Details Page
Navigate to Operations → Contacts. In the payment cards field, click on the 'Add card' link.
2. Enter the card details and click on the 'Save card' button.
3. Click on the Update button at the top right corner of the contact details page to save the changes.
From the Job invoice page
When directly taking payments upon invoicing, you can save the credit card and have it on file. To do this, click on the 'Pay invoice' button at the top right corner of the Preview & send invoice page.
Enter the card details and toggle the switcher for 'Save this card for future payments securely' and then proceed to process the payment.
This option is also available for already generated invoices that are still unpaid.
Open the invoice in question, and in the invoice details page, click on the 'Pay invoice' button.
The option to save the card to be used on file is also available on the mobile app upon invoicing and taking payment for users who have invoicing permissions. To know more about permissions, check the User roles and permissions article for mobile users.