Add Cards on File for Contacts

Add Cards on File for Contacts

We're excited to unveil a new feature that enhances the payment functionality for your business. You can now add and save credit or debit cards on file directly from a contact's detail page under Payments. This improvement brings several key benefits to streamline your payment processes.

Securely Store Customer Card Information

With this update, you can securely store a customer's card information, enabling you to easily charge the card later when needed. This is particularly useful for businesses that want to keep a customer's payment details on record and process transactions at a later time.

Easy Access Under Actions Button

This new capability is available alongside the existing feature that allows you to charge customers under the Actions button. Whether you need to process transactions immediately or save card information for future use, these options provide greater flexibility and convenience.

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What's Next

We’re continually working to add more features to enhance your experience:

  • Ability to Schedule a Subscription: Soon, you'll be able to schedule a subscription directly from the contact details page.
  • Send Invoices: We're also working on allowing businesses to send invoices within the contact details page.

These upcoming features will allow businesses to perform major payment actions for customers without leaving the contacts page, making your workflow even more efficient.


Don't miss our latest product announcements and stay tuned for more updates!


In Case You Missed It

Check out our recent announcement on enhancing your business with the latest PayPal integration updates.

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