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Add cards on file for contacts

Add cards on file for contacts

August 26, 20241 min read
  • Business users can now add and save credit or debit cards on file directly from a contact's detail page under Payments

  • This feature allows you to securely store a customer's card information, enabling you to easily charge the card later when needed.

  • It's particularly useful for businesses that want to keep a customer's payment details on record and process transactions at a later time

  • This is available alongside the ability to charge customers under the Actions button.

What's next

  • Ability to schedule a subscription or send an invoice within the contact details page is coming up soon.

  • This would allow businesses to perform major payment actions for customers without leaving the contacts page

Add cards on file for contactsAdd cards on file for contacts
Add cards on file for contactsPaymentsContacts
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Add cards on file for contacts

Add cards on file for contacts

August 26, 20241 min read
  • Business users can now add and save credit or debit cards on file directly from a contact's detail page under Payments

  • This feature allows you to securely store a customer's card information, enabling you to easily charge the card later when needed.

  • It's particularly useful for businesses that want to keep a customer's payment details on record and process transactions at a later time

  • This is available alongside the ability to charge customers under the Actions button.

What's next

  • Ability to schedule a subscription or send an invoice within the contact details page is coming up soon.

  • This would allow businesses to perform major payment actions for customers without leaving the contacts page

Add cards on file for contactsAdd cards on file for contacts
Add cards on file for contactsPaymentsContacts
Back to Blog