Enhance Customer Satisfaction with Streamlined Payment Features

Hey there, small business owners! We’re excited to announce some fantastic new features that will enhance your payment process and improve customer satisfaction. Let’s dive in and see how this can benefit your business!

📌 Why This Matters

Having the ability to securely store customer payment details can streamline the purchasing process. It not only makes checkout faster but also builds trust and loyalty among your customers. This means happier clients and more repeat business for you!

✨ What’s New

• Feature 1: Add Cards for Custom Payment Providers

  Your customers can now securely save their card details with supported custom payment providers. This allows for a quicker checkout experience in future transactions.

• Feature 2: View Saved Payment Methods

  Customers can easily view and select their saved payment methods when making payments from invoices, making the transaction process smoother.

• Feature 3: Off-Session Charging Support

  You can now charge a customer’s saved payment method securely when they are not present, helping you manage delayed payments efficiently.

🛠️ How to Use It

1. Step 1: Go to the contact details section of a customer, click on the dollar sign icon, and select ‘Add Card on File’ to save their payment details.
2. Step 2: When making payments, you can choose ‘Charge Now’ or ‘Record Payment’ to utilize the saved payment methods linked to your customer’s account.

💡 Pro Tip

Encourage your customers to save their payment information for faster checkouts, which can lead to increased sales and loyalty!