Mobile Payments: Manage Cards on File for a Contact

We’re excited to introduce Cards on File for Contacts 💳 on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section.

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What’s new

• Save cards directly from contacts

  : Add and store a customer’s card within their contact profile for future transactions.

• Remove cards easily

  : Manage stored cards by removing them with a simple swipe action when they are no longer needed.

👷‍♂️

How to use this feature

Add a card on file

1. Open the mobile app and navigate to the Contacts section.
2. Select a Contact.
3. Go to the Transactions tab.
4. Tap the floating action button (+).
5. Select Manage Cards on File.
6. Enter the card details and save the card to the contact.

Use a saved card for payment

• When creating a transaction, invoice, estimate, or in-person charge linked to the contact, the saved cards will appear as available payment methods.

Remove a saved card

1. Open Manage Cards on File for the contact.
2. Swipe left on the card you want to remove.
3. Tap Remove.
4. Confirm the action when prompted.

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How this helps your business

• Speed up checkout

  : Charge returning customers without re-entering their card details.

• Centralise payment methods

  : Keep customer payment details organised directly within the contact record.

• Improve customer experience

  : Make repeat payments smoother and faster.