How Customers Can Save a Card on File

How Customers Can Save a Card on File

Before your customer can 'Save a Card on File,' they must log in to the Customer Portal.

When your customer opens a quote or invoice, a message in a blue banner will indicate whether they are logged in. If not, a blue hyperlink will be provided for them to log in to the Portal.

While your customer is logged into the Portal, they will see a checkbox labeled "Save Card On File?" when entering their billing information.
The customer should check this box before completing the payment.



Once the card is saved, it can be selected for use with the selected payment processor during future transactions.
For a more comprehensive look at the process your customer follows to add a card on file, please refer to: How to Save a Card on File

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