Web Dashboard: Card on File Overview

Store Your Customer's Credit Card on File and Retrieve it to Charge Future Invoices

You can securely store a customer's credit card information (up to 3 credit cards per customer), then pay their invoices using the credit card on file. 

NOTE: To use Card on File you must use InvoiceASAP Payments for Credit Card Processing.

 

Requesting a Credit Card to Keep on File for a customer

• Request Card from a Single Customer from Customer Record

• Request Card from Multiple Customers from Customer List

 

How to Manually Enter and Store a Credit Card on File

• Enter Card from a Customer Record (InvoiceASAP Web Dashboard)

• Enter Card from Pay Icon on Invoice list (Single Invoice Payment) 

• Enter Card from Pay Invoices Button from Invoices List (Multiple Invoices per Payment)

 

How Your Customer Enters and Saves a Credit Card on File

• From the Email You Send

• From the Web Invoice

 

How to Pay an Invoice with Card on File

• Paying a Single Invoice from Pay Icon on Invoices List

• Paying Multiple Invoices from Pay Invoices Button on Invoices List

• Paying Multiple Invoices from Pay Invoices Button on Customer Record

Additional Features

• Changing the Default Credit Card

• Deleting the Card on File