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 invoice, and our new
update makes this possible.
1. Click the “Customers” module from the left panel and select the “Filter” icon.
2. The user can now filter using the new option, where the customer saved his card details by setting “Yes” for the “Has card on the file” option.
Pre-requisites: Customers
should have Stripe connected to their account and the credit card details saved
on the file.
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