Saved cards and payment plans

Step 01

Save a card

In the secure card window, tick Save this card for the customer. The consent wording is shown, and you confirm the customer agreed before it's saved.

• Saved cards are listed on the Card tab next time, and are never picked for you.
• The merchant portal's Saved cards page lists them: the card type, last four digits, whether it has expired, and which plans it pays.
• Need a saved card removed? Your setup partner can remove it. A card that pays a payment plan or recurring charge can't be removed until that's canceled.

Step 02

Set up a payment plan

From an invoice, use the Payment plan tab, if plans are on for your account. Review the terms and the authorization with the customer before you confirm.

• Customers get an email 3 days before each monthly charge, or 2 days before each charge every two weeks.

Step 03

Set up a recurring charge

In the side panel, open Plans & recurring and review the authorization with the customer before you confirm.

Step 04

Pause, resume or cancel

On the merchant portal, Payment plans & recurring charges shows each one's next charge and what's left.

• Pausing stops all charges until you resume, and moves the remaining payments back.
• Cancel has a confirm step.
• For a new card on a plan, email the customer a link to their plan page. It works for 30 days.

Step 05

Cards saved in your old payments

Cards saved in your software's built-in payments stay with that processor. Each customer saves their card again the next time they pay. Leave the old payments connected until everyone has moved.