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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 Payment Options 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. Enter the customer’s credit card details in the fields provided. Be sure to click SAVE before proceeding.

Required Information:  Name, Card Number, and Expiration Date

Suggested Information:  Billing Address - Including billing address details helps reduce the risk of fraud and chargebacks. If the customer already has an address saved in their profile, use the "Copy from Customer Profile" option to quickly apply it to the card on file.

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4. The Credit Card has now been saved to the customer's account.  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.