How to Save a Card on File
To save a card on file. You can either do this by taking a payment on a invoice or taking a customer deposit.
- On the Invoice click on Payment
- Check the box for "Save Card on file"
- Click on Add and enter in the credit card details
- Process the payment
Now the card is saved on file! 🎉
Please note: Cards on File are saved to the contact of the customer
Take Payment Using Card On File
To take payment using a customer with a card saved on file.
- Click Charge Card on File
