When making a payment in the Payments app, you can choose to 'Process with Payment Gateway when saving':
When processing the payment, you have the option to:
- Enter a customer's credit card payment and save them for later or
- Use a previously stored credit card of that customer
Note: Method:CRM does not store credit card information. The payment details are handled by the payment gateway.
How to Save Credit Card Information
When entering Credit Card or ACH information for a customer's payment, a checkbox allowing you to 'Save Payment Details' will appear.
If checked and the payment is successful, the credit card will be available for later use.
How to Use a Previously Saved Credit Card
When processing a payment for a customer with saved payment details, you will have the option to use the saved card. You also have the option to add multiple cards for the customer with the Add Card button.
How to Delete a Saved Credit Card
Deleting unwanted or expired payment details is also handled through the Payments pop-up.
To delete, click on the trash can icon on the right side.