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Save a Payment Card for Invoice Payments

With Card on File, you can save customer payment cards to your Customer Directory, immediately process invoice payments and get paid faster. Saving a card on file comes in handy when sending multiple invoices to the same customer.

There are two ways to save a customer’s payment card:

  • From your online Customer Directory by creating a new customer or selecting an existing customer and selecting Edit, followed by Add Card.

  • When Creating an Invoice and ticking Allow Customer to save their card.