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- There are two ways to save a customer's card information:
Point of Sale
- Open the Payment tab on the sales order.
- Click Keyed-in Credit.
- Enter the customer's credit card info and check the Store Card box.
- Click Initiate Payment.
- The customer's credit card information can now be seen on their customer dashboard.
Note: To use a saved card, click the Credit payment method and select the credit card from the Select Customer Card dropdown menu! Also, credit card information cannot be saved on returns.
Customer Dashboard
- When on a customer's dashboard, underneath the customer information sections, you will see the saved cards section.
- In the upper right corner of that section will be a blue add button.
- Once add is clicked, input the customer's card and it will be saved for use later!
- If you need to delete a card, there will be a black X on each row that will remove the card from the customer's account.
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