Go to the Contacts section and open the customer profile.
Click the three-dot menu on the top right.
To request a card from the customer, select Request Credit Card and choose whether to send the link via Email or SMS. The customer will receive a secure form to add their card details, and you’ll be notified when it’s completed.
To manually add a card, click Add Payment Method, then fill in the cardholder name, card number, expiry date, and CVC.
Once a card is saved, click the three-dot menu again and select Collect Payment. Choose Card on file, pick the saved card, and enter the amount to charge.
Use Case
This feature helps automate and simplify billing:
Store multiple cards for recurring customers.
Collect payments instantly using saved cards.
Request card info remotely through secure links.
Ideal for repeat service customers or maintenance plan billing.