How to save and use a card on file
Updated
To save a card on file, The Associate Client with Payment feature on the Collect Payment tab is required.
- Search for or add a new client.
- Choose Cards & e-Wallets.
- Toggle the "Save this card for future use" feature.
- Click Continue to send the payment request to the terminal and complete the transaction.
To securely encrypt card information via the terminal, cards can only be saved during the payment process.
The card is now available for future use by searching for the client and selecting the desired card from the payment methods.
The option to delete a card on file is available by clicking the 3 vertical dotted menu to the right of the saved card.
