How to Add and Save Payment Cards for Contacts

Business users can now easily add and save a customer's credit or debit card information directly from the contact's detail page under the Payments section. This feature is designed to securely store card details, making it convenient to charge the card later when needed.

Why is This Useful?

• It’s perfect for businesses that want to keep a customer’s payment details on file and process transactions at a later time.
  
  
  

• This feature is available alongside the option to charge customers directly using the Actions button.
  
  
  

Coming Soon:

• The ability to schedule a subscription or send an invoice directly from the contact details page. This will make it even easier to manage major payment actions for customers without leaving the contacts page.

For more help or questions, reach out to our support team!