How to add a new customer payment card on file?
The payment methods got an enhancement. With the Customer
Credit Card on the file, your back-office users can securely save the customer
card details within the customer profile section.
Note: The user should set the "Allow Card on File" option as "Yes" to enable this feature.
Note: Your Customer card information is not stored by Zuper and is transferred to your connected payment provider over an encrypted connection.
1. Select the “Customers” module
from the left panel and tap on the “Customer Name.”
3. Now select the “+ Payment
Method” option.
4. Fill in the necessary card details: 1. Card details 2. Full Name 3. MM/YYYY 4. CVC.
Using this feature of saving the card, the user can quickly checkout and perform hassle-free transactions securely.
Related Articles
How to charge an invoice using customer payment card on file?
Navigation: Invoices --> Invoice Details With our new update, users can charge the customer's credit card for the balance invoice amount. Pre-requisites: Customers should have stripe connected to their account. 1. Select the "Invoices" module ...How to charge a deposit for a quotation using a customer card on file?
With our new update, users can charge the customer’s credit card for the deposit amount. Pre-requisites: Customers should have Stripe connected to their accounts. Pre-requisites: 1. How to add a new customer payment card on file? Pre-requisites: ...How to use the “Customer card on file” filter on Quotes and Invoices?
Navigation: Customers --> Filter | Properties --> Filter The customers and properties got a new filter, the “Has card on the file” option. In specific cases, the users may need to filter the customers with card details for charging the unpaid ...How to delete the saved credit card details of the customer from the file?
Navigation: Customer --> Customer Details --> Delete Saved Card Whenever the user wants to delete the customer’s credit card details, our new update helps delete them quickly. 1. Select the “Customers” module from the left panel. 2. Select the ...How to manage all payment transactions?
Navigation: Accounting --> Payments The payment reconciliation is managed easily under a single page, and it helps to track the record payment history of all the transactions. 1. Under the "Accounting" module, select the "Payments" module from the ...