Business users can now securely save customer credit/debit card information directly from a contact’s details page, making future transactions easier and more efficient.
What’s New?
- Save Cards Securely: You can now store customer card details safely for future use.
- Streamlined Transactions: This feature allows businesses to retain payment info and easily process transactions, simplifying payment management.
How It Works:
- Access Contact Details: Navigate to the contact’s details page.
- Save Payment Info: Under Payments, add and save the customer’s credit or debit card information securely.
- Process Future Transactions: Use the stored payment details for future charges.
Need help enabling this feature? Reach out to our support team via a support ticket, and we’ll set it up for you.