You can save customer payment details directly in the customer’s profile, offering a safe and secure way to store card information and streamline repeat purchases for returning customers.

Enabling saved payment methods

To enable the saved payment method feature, you need to configure some general settings and user role permissions. Only Owner or Admin roles can enable this feature.

1. Navigate to Settings > General options > Saved payment method section.

2. Click the checkbox beside Enable/Disable the feature.

   

3. Review the terms of use for the feature and click Accept.

   

Configuring employee role permissions for saved payment methods

Once the feature is enabled, you can customize your employee role permissions for adding, editing, and using payment information. By default, Owner and Admin roles can add, edit, and use payment information on file, but you can update other employee roles to suit your needs.

To update employee roles to save and/or edit payment information:

1. Navigate to Settings > Employee roles.
2. Click on the employee role you want to update permissions for.

3. In the Customers section, check or uncheck the boxes for Add saved payment method and/or Edit saved payment method.

   

To update employee roles to use saved payment methods during sales:

1. Navigate to Settings > Employee roles.
2. Click on the employee role you want to update permissions for.

3. In the Sales section, check or uncheck the box for Use customer’s saved payment method.

   

Adding customer payment information

You can save payment methods to a customer's profile on their profile page or during a sale.

Adding payment information through the customer profile

1. Navigate to Customers > Customers.
2. Locate the customer, using filters if necessary, and click their name to go to their profile.

3. In the Saved payment methods section, click +Add.

   

4. Enter the payment details and click the checkbox confirming you have the customer’s permission to save their information.

   

5. Click Add card and save changes.
6. If you want to save another payment method, click +Add again and follow the above steps. You can save up to five payment methods per customer profile.

Saved cards are listed in the customer profile from newest to oldest, with the default card always at the top of the list. Expired cards show at the bottom of the list.

To set a payment method as the default, click the arrow beside it and click Set as Default.

To remove a card from the list, click the arrow beside the card and click Delete > Delete saved payment method.

Adding payment information during a sale

1. Navigate to Sales > New sale.
2. Add items and attach the customer to the sale. If the customer does not have a profile, you must create one for them before you can save their payment details.

3. Click Other payments.

   

4. Click Credit/Debit.

   

5. Click Manual Entry.

   

6. Enter the card details and click the checkbox beside Save payment details for future purchases.

   By checking the box, you confirm that you have the customer’s permission to save their card details.

   

7. Click Start payment.
8. Click Finish sale.

Using a saved payment method during a sale

Once you have saved a customer’s payment details, you can complete sales using the saved payment method.

1. Navigate to Sales > New sale.
2. Add items and attach the customer to the sale.

3. Click Other payments.

   

4. Click Saved payments.

   

5. If the customer has more than one payment method on file, choose from the list and click Charge.

   

6. Click Finish sale.

What's next?