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      How to Add A Credit Card on File for a Customer

      This article will explain how to add a credit card on file for a customer.

      1. In the customer dashboard select the CREDIT CARDS tab at the top of the screen. 

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      2. Click the ADD NEW CARD button on the lower left-hand side of the page. 

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      3. The credit card window will appear. Here you will enter the customer's credit card number and billing address. Be sure to click SAVE before proceeding.

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      4. Returning to the credit card tab you will see the card you added is now saved in the customer profile. To use this credit card for auto-reconciliation, see this article.

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      If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.