Options to save Customer Payment Info

Overview

In the Office App, you can save and manage customer payment card information for later use. This article will discuss:

1. Charging an existing or new payment card
2. Adding a new payment card without charging
3. Naming cards, selecting a default, and deleting cards
4. Methods to automatically collect and save customer payment info

Tip: To learn about applying a previously saved credit card for payment on the Crew App, see this related article

Charging an Existing or New Payment Card:

1. Navigate to the Payments section within any project. The Payments section is located below the Bill on both the Billing section and the Invoice section.
2. Click the blue Record Payment button to expand the drop-down menu.
3. Select Charge Credit Card from the options.
4. Select a previously saved card to charge and enter the amount of the payment, then click Charge to process the transaction on the card.
5. If no card has been saved to the client yet, click the Add a New Card radio button. The fields will expand to allow you to save a new card.
   
6. Enter the new card information, and if this card should be the default payment card for the client, check the Set as default card button. click the blue Charge button to charge the new card and save it in the profile.

Adding a New Payment Card Without Charging

1. Navigate to the Payments section within any project. The Payments section is located below the Bill on both the Billing section and the Invoice section.
2. Click the blue Record Payment button to expand the drop-down menu.
3. Select Manage Credit Cards from the options.
   
4. Click Add Card
5. Enter the new card information, and if this card should be the default payment card for the client, check the Set as default card button. click the blue Save button to save it in the profile.

Note: For additional details on Managing Cards, please see our Manage Credit Cards article 

Naming Cards, Selecting a Default, and Deleting Cards

To give a saved card a nickname:

1. Navigate to the Manage Credit Cards screen as described above, then click the blue pencil icon next to the card.
   
   

2. Enter a card nickname and click Save.

To select a default card as the default payment method:

1. Navigate to the Manage Credit Cards screen as described above, then click the three dots next to the card.
   

2. Select Set as Default Card, then click Confirm. This card will now be used as the payment method for this customer by default.

To delete a saved card:

1. 1. Navigate to the Manage Credit Cards screen as described above, then click the three dots next to the card.
      
   2. Select Delete Card
      

Note: You cannot delete the default card. You must save a new card and set it as the default in order to delete the original default card

Methods to Automatically Collect and Save Customer Payment Info

Method 1: Deposit Step

Set up a Deposit step as part of your confirmation, which will require the customer to enter card info and make a deposit payment. The card used will automatically be saved in the profile for future use. (see below for what the Deposit step will look like for the customer).

Method 2:  Cancellation Policy Step

Set up a Cancellation Policy step as part of your confirmation, which will require the customer to enter card info to be used in the event of a qualifying cancellation. The card used will automatically be saved in the profile for future use. (see below for what the Cancellation Policy step will look like for the customer).

Note: Click Here for more information about Deposits and Cancellation Policy steps.