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Save a credit card on file while capturing payment
Save a credit card on file while capturing payment

How to save a credit card securely to automate payments

JD avatar
Written by JD
Updated over a week ago

if you are looking to save a new credit card on file without capturing a payment, view this help article

By saving credit cards, you increase the level of payment flexibility. Your customers don't have to enter their credit card information over and over while you can automate payments.

How to activate the option to save the credit card

By default, the payment section of an invoice lets the customer select if they want their credit card saved.

If you want always want to save the card on file, you can activate the option "Save card on file for all payments" on the payment section of your invoice template. To do so, 

  • reveal the options interface of the payment section

  • check the box "Save card on file for all payments"

  • save

Screenshot of the "Edit" option from the payment section of an invoice template

Screenshot of the "Edit" interface of the payment section of an invoice template

A customer profile showing a saved credit card.

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