Payments are the bread and butter of business; many times, marking the most important step of a customer’s journey. So, if you mostly use the Mobile App to manage your business, follow along to learn how to securely save and manage customer cards directly from a contact’s Payments section.
Adding a Card #
- Open the mobile app and navigate to the Contacts section.
- Select a contact.
- Go to the Payments section and tap the floating action button (+).
- Select Manage Cards on File.
- Click + New card, then enter the card details and save the card to the contact.
Removing a Saved Card #
- Open Manage Cards on File for the contact.
- Swipe left on the card you want to remove and tap Delete.
- Confirm the action when prompted.
This helps you speed up checkout, keep customer payment details organised, and make repeat payments smoother and faster — covering all your payment management needs from the comfort of your Mobile App.
Frequently Asked Questions #
Where do I manage cards on file for a contact? #
Open the contact in the Contacts section, go to the Payments section, tap the floating + button, and select Manage Cards on File.
How do I add a new card to a contact? #
In Manage Cards on File, click + New card, enter the card details, and save the card to the contact.
How do I remove a saved card? #
Open Manage Cards on File, swipe left on the card you want to remove, tap Delete, and confirm when prompted.
Why would I save a card on file? #
Saving cards speeds up checkout, keeps customer payment details organized, and makes repeat payments smoother and faster.
Can I manage cards entirely from the mobile app? #
Yes. You can add and remove saved cards directly from a contact’s Payments section within the mobile app.
Is removing a card reversible? #
Removing a card is a confirmed delete action, so you must confirm the prompt; to use that card again you would need to add it back as a new card.
