Saved Cards

Clients can save a payment card on file for faster checkout and recurring payments. Card data is stored securely through the payment processor — your system never sees the full card number.

Saving a Card on File

1. During a Payment
   When processing a card payment, check the Save card for future payments checkbox before clicking Process Payment.
2. Confirm with the Client
   Always ask the client's permission before saving their card. They should understand it will be stored securely.
3. Card Is Saved
   After successful payment, the card appears in the client's "Saved Cards" section showing the last 4 digits and expiration date.

Charging a Saved Card

1. Start a New Payment
   On the client's billing tab, click + New Payment.
2. Select the Saved Card
   Instead of entering new card details, select the saved card from the dropdown (shown as "Visa ending 4242").
3. Enter Amount and Process
   Enter the amount and click Process Payment. No card details need to be re-entered.

Managing Saved Cards

View and manage saved cards from the client's profile:

• View — See last 4 digits, card brand (Visa, Mastercard, etc.), and expiration
• Delete — Remove a card from the client's account (click the trash icon next to the card)
• Set Default — Mark one card as the default for quick selection

Security Notes

• Full card numbers are never stored in the system
• Card data is encrypted and managed by the payment processor
• Staff can only see the last 4 digits and card type
• Deleting a saved card removes it permanently

Quick Reference