Add cards on file for contacts

  • Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments.
  • This feature allows you to securely store a customer’s card information, enabling you to easily charge the card later when needed.
  • It’s particularly useful for businesses that want to keep a customer’s payment details on record and process transactions at a later time.
  • This is available alongside the ability to charge customers under the Actions button.

What’s next

  • Ability to schedule a subscription or send an invoice within the contact details page is coming up soon.
  • This would allow businesses to perform major payment actions for customers without leaving the contacts page.

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