Managing a client’s credit card information

You can manage a client’s credit card information from the Billing and Accounts page of their client profile. From this page, you can save or modify a client’s credit card information, set a credit card as a default payment method, or remove credit card information. Removing a saved credit card from a client’s profile can’t be undone; removed cards must be re-saved, if needed. You can also save a client’s credit card information as a payment method to their profile. At checkout, when making a sale, enabling the Automatically save a client’s banking and credit card information when a staff member makes a sale option in your store settings will automatically save client’s credit card information when checking out from your store. When this option is enabled, staff members can override the setting on behalf of clients at checkout. 

When you set a credit card as a client’s default payment method, all scheduled autopayments are charged to it. The default credit card can be changed if lost or no longer in use. However, the credit card used to purchase a membership will be charged for the first payment and all other scheduled autopayments will be charged to the default payment method. Additionally, you can manually change the payment method on the client’s Passes & Memberships page. To learn more about changing a client’s payment method, see Changing a client’s payment method for a Purchase Option.

If a default payment method isn’t selected, when a client is automatically billed, the most recent credit card or ACH payment method saved to the client’s profile will be used by default. If the client doesn’t have a recent credit card or ACH payment saved to their profile, their account balance will be used.

To learn how manage your clients’ ACH accounts, see Saving a client’s ACH Account. 

In this article:

To add or modify a saved credit card on a client’s profile:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Account.
4. On the Account menu, click Billing & Account Balance.
5. On the Billing & Account Balance page, add or modify a credit card:
   • To add a new credit card:
     1. Click ADD CREDIT CARD.
     2. Enter the client’s credit card and billing information.
        • If you want to change the billing address, under Billing information, select the Add New Billing Address option.
     3. Click Save.
        • If more than one payment method is saved to the client’s profile, you’ll have the option to set a default payment method. Under the paymnet method the client wants to use by default, set the Default payment method option to ON.
   • To modify a client’s credit card:
     1. Find the credit card you want to modify and click Edit.
     2. Under CARD NICKNAME, enter the new name of the card.
     3. Click Save.
        • If you change a client’s existing credit card information, only the client’s future transactions will use the updated information. The client’s past transactions will maintain the client’s previous credit card information.
        • If more than one payment method is saved to the client’s profile, you’ll have the option to set a default payment method. Under the payment method the client wants to use by default, set the Default payment method option to ON.

To save credit card information at checkout:

1. Make a sale.
2. Under Select a Payment Method, click Virtual Terminal.
   • To add an additional credit card to a client’s profile, click ADD NEW.
3. Enter the required credit card information.
4. Set the following options as required:
   • To save the payment method for the client, set the Save payment to client profile option to ON.
     • If the option to Save payment to client profile is set to ON, the credit card information will be saved to the client’s profile after the purchase is completed. If the credit card information is deleted from the client’s profile, the billing address will continue to appear when Virtual Terminal is selected at checkout. To prevent the billing address from being saved, set the Save payment to client profile option to OFF.
   • To set this credit card as the client’s default payment method, set the Default Payment Method option to ON.
   • To apply a payment plan, set the Apply payment plan option to ON. For more information, see How to apply a payment plan at checkout.

4. In the Shopping cart, click Complete to finish the transaction.

To enable saving credit card information by default:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Store Configuration.
5. On the Store Configuration menu, click Store Settings.
6. Under Save Banking and Credit Card Information, set the Automatically save a client’s banking and credit card information when a staff member makes a sale option to ON.
7. Click Save.

To set or change a default payment method:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Account.
4. On the Account menu, click Billing & Account Balance.
5. On the Billing & Account Balance page, find the credit card that you want to set as the default payment method.
6. Set the Default payment method option to ON.
7. In the confirmation popup, click OK.

To remove a saved credit card from a client’s profile:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Account.
4. On the Account menu, click Billing & Account Balance.
5. Find the credit card you want to remove and click the Remove button .
6. In the confirmation popup, click OK.