We’re excited to introduce Cards on File for Contacts on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section.
What’s new
- Save cards directly from contacts: Add and store a customer’s card within their contact profile for future transactions.
- Remove cards easily: Manage stored cards by removing them with a simple swipe action when they are no longer needed.
How to use this feature
Add a card on file
- Open the mobile app and navigate to the Contacts section.
- Select a Contact.
- Go to the Transactions tab.
- Tap the floating action button (+).
- Select Manage Cards on File.
- Enter the card details and save the card to the contact.
Use a saved card for payment
- When creating a transaction, invoice, estimate, or in-person charge linked to the contact, the saved cards will appear as available payment methods.
Remove a saved card
- Open Manage Cards on File for the contact.
- Swipe left on the card you want to remove.
- Tap Remove.
- Confirm the action when prompted.
How this helps your business
- Speed up checkout: Charge returning customers without re-entering their card details.
- Centralise payment methods: Keep customer payment details organised directly within the contact record.
- Improve customer experience: Make repeat payments smoother and faster.
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