Client Management
Card on File
Securely keep a payment method on file with customer consent to streamline recurring billing and reduce late payments.
Where to access
Open Card on File from Client Management; customers can also manage this from the portal.
Related
How it works
- Invite the customer to securely store a payment method with clear consent.
- Use the stored method for recurring or one-time charges as authorized.
- Keep an auditable trail of consent and activity.
- Customers can update their method from the portal.
Tips
- A method on file dramatically reduces late payments and the time spent chasing them.