A client’s credit card information can be managed from the Billing and Accounts page of their client profile. From this page, you can save or modify a client’s credit card information, set a credit card as a default payment method, or remove credit card information.
To enable credit card as a payment method for your business, see Enabling or disabling payment methods. A setting can be enabled to automatically save a client’s credit card during checkout in the store, and staff members can override this setting at checkout on a client’s behalf.
For more information on ACH accounts, check out Manage a client’s ACH account information.
🔑 Key tips before you begin
When you set a credit card as a client’s default payment method, all scheduled auto-payments are billed to it. If the client doesn’t have a recent credit card or ACH payment saved to their profile, their account balance will be used.
If your business has multiple locations but uses a different merchant processor at one or more location(s), clients’ credit card and other billing information will be stored separately for each location. In this situation, if you want to change a client’s billing information, you must open the client’s profile and apply changes in each business location by selecting the applicable location from the dropdown.
If a client makes a purchase from a multi-location business that uses a different merchant processor with one or more locations, the merchant processor for the location in which the client’s credit card or ACH information is saved will be used to process the transaction. If you want to share credit cards/ACH details between locations, please contact our Support team.
See Changing a client’s payment method for a Purchase Option to learn more about how to manually change the payment method on the client’s Passes & Memberships page.
Add a credit card to a client's profile
To add a credit card to a client’s profile, follow these steps:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the client’s name.On the side menu, click Account, then click Billing & Account Balance.
On the Billing & Account Balance page, click Add Credit Card and enter the client’s credit card information.
If you want to use an alternative billing address, under Billing Address select Add New Billing Address and enter the address information.
Click Save.
If more than one payment method is saved to the client’s profile, you’ll have the option to set a default payment method. Under the payment method the client wants to use by default, set the Default payment method option to ON.
Modify a saved credit card on a client’s profile
To modify a saved credit card on a client’s profile, follow these steps:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the client’s name.On the side menu, click Account, then click Billing & Account Balance.
On the Billing & Account Balance page, find the credit card you want to modify and click Edit.
The following adjustments can be made:
Card Nickname
Billing Address
If you need to modify additional information, a new credit card must be added
Click Save.
Save credit card information at checkout
To save credit card information at checkout, follow these steps:
Under Select a Payment Method, click Virtual Terminal.
To add an additional credit card to a client’s profile, click Add New.
Enter the required credit card information.
Configure the following options as needed:
To save the payment method for the client, set the Save payment to client profile option to ON.
To set this credit card as the client’s default payment method, set the Default Payment Method option to ON.
To apply a payment plan, set the Apply payment plan option to ON. For more information, see How to apply a payment plan at checkout.
In the Shopping cart, click Complete to finish the transaction.
Enable saving credit card information by default
To enable saving credit card information by default, follow these steps:
Click the App Drawer
then click View All > Setup > Store Configuration > Store Settings.Under Save Banking and Credit Card Information, set the Automatically save a client’s banking and credit card information when a staff member makes a sale option to ON.
Click Save.
Remove a saved credit card from a client’s profile
To remove a saved credit card from a client’s profile, follow these steps:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the client’s name.On the side menu, click Account, then click Billing & Account Balance.
On the Billing & Account Balance page, find the credit card you want to remove and click the Remove button
.In the confirmation popup, click OK.