How to add and manage your customer's cards on file

Overview

Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and managing stored cards. These features enable businesses to securely store, view, and manage customer payment information.

Where to find?

Contacts > Contact Details > '$' icon (denotes Payments) > Actions

How to add a card on file?

• Click the 'Add Card on File' button under 'Actions'

• Enter the card number, expiration date, and CVV along with the Country

• Verify the information and click 'Add Card'

• It can be done for cards in both live and test mode

How to view cards on file?

• Click the 'Manage Cards' button under 'Actions'

• All stored cards will be displayed as a list

• Each card entry includes the last four digits, expiration date, and any associated label

• Both test and live mode cards would be visible in respective lists

How to delete cards on file?

• Identify the card you wish to remove

• Click the Delete button next to the card

• Confirm the deletion in the pop-up prompt

• Both test and live mode cards can be deleted from respective lists

• In case a card is in for an active subscription within GHL, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction.