Add, Edit, or Delete a Customer's Card on File in Point of Sale
You can easily add and manage the payment methods on file for your customers through the Payments app. You can add a new payment method, remove an old credit card, or update the expiration date for an existing credit card on file.
To get started, navigate to the Customers dashboard within the Payments app.
The Customers dashboard will list all of your customers. You can utilize the search function on the top right corner of the page to quickly find the customer that you need to update.
When you find the desired customer in the list, click on their name to navigate to their Customer Details page.
On the Customer Details page, look for the Cards block on the right-hand column. This section lists all of the credit cards on file for that customer. Click the + Add Card button to add a new payment method.
To edit an existing payment method - such as updating a card's expiration date - click on the vertical ellipses symbol to the right of the card details, then select Edit Card.
When you select Edit Card, you have the option to update the Expiry Month, Expiry Year, and the Billing ZIP/Postal Code for the card on file. Select Update to confirm the new details.
To delete an existing payment method, click on the vertical ellipses to the right of the card details, then select Delete Card from the drop-down menu.
Related Articles
Setup Worker Permissions in Point of Sale
Setup Worker Permissions Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > Setup ...Payments Overview - Getting Started
The Payments tool lets you accept payments from customers quickly and securely. You can use it to: Invoice: Send an invoice your customer can pay online. One-time Charge: Charge a specific amount at any time. Online Commerce: Manage payments from ...Building a Marketing 360® Payments Gravity Form
For each form you'd like to take payments, follow this process: build a payment form, create a payment feed, add your form to your website, submit a test. Building a basic payment form Click New Form in the left-hand navigation menu under Forms. ...Take a One-Time Payment Using the Marketing 360® Terminal
You can use your Marketing 360® Terminal to process a one-time payment from a customer. This guide will walk you through the simple steps to complete the transaction. How to Process the Payment Click "Add One-Time Payment" from either the Take ...Setup Payment Types in Point of Sale
The Payment Types dashboard is used to identify or edit the payment options displayed from the Checkout page. From the Navigation Menu, go to Setup > Setup Ticket Preferences > Setup Payment Types: Click Add New. Enter a Payment Type Name. Enter a ...