How to Add a New Payment Method (Card) on File

This guide explains how to add or update a customer’s payment method, including how to input card details, save them to their profile, and ensure the card appears for future charges or job payments.

Step 1: From the main menu, go to the Customers section.

Step 2: Search for the customer by name using the search bar, or scroll through the list to locate them.

Step 3: Open the customer’s profile.

Step 4: In the profile, find the Payment Methods section and click the plus (+) sign or the “New” button to add a new card.

Step 5: Enter the payment details:

• Card Title: (optional, e.g., “Main Card”)

• Card Number

• Expiration Date

• Security Code (CVC)

• Billing ZIP Code

Step 6: Click Save. If any card details are missing or incorrect, you’ll receive an error message prompting you to correct them.

Step 7: Once successfully saved, the new payment method will appear under the customer’s profile and can be used for future transactions or auto-charges.

Step 8 (Optional): You can also add a payment method while creating a new job. When setting up the job, enter the customer’s payment details on the spot. If a payment method already exists on file, it will appear in a drop-down list for easy selection.