Add cards on file for contacts

  • Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments
  • This feature allows you to securely store a customer’s card information, enabling you to easily charge the card later when needed.
  • It’s particularly useful for businesses that want to keep a customer’s payment details on record and process transactions at a later time
  • This is available alongside the ability to charge customers under the Actions button.

What’s next

  • The ability to schedule a subscription or send an invoice using the contact details page is coming up soon.
  • This would allow businesses to perform major payment actions for customers without leaving the contacts page
Screenshot 2024-08-21 at 4
image

Related Tags: