Enhanced Payment Method Management for Custom Payment Providers
What’s New:
1. Add Cards for Custom Payment Providers
- Businesses can now allow customers to securely save their card details or any other payment method details when using supported custom payment providers.
- Offer a faster, more convenient checkout experience by enabling customers to store payment methods for future use.
- Enhance customer loyalty by reducing the need for repeated entry of payment data for future purchases.
- The methods visible during the addition process will depend on what is available and provided by the custom payment provider.
2. View Saved Payment Methods
- Businesses can now allow customers to view their saved payment methods linked to supported custom payment providers while making payments from ‘Charge Now’ or ‘Record Payment’ in Invoices.
- This feature is not available for off-session payments connected to a subscription or one-time product.
3. Off-Session Charging Support
- Businesses can now securely charge a customer’s saved payment method off-session, provided the custom payment provider supports it.
- Support delayed payments without requiring customers to be actively present.
- Recover missed or pending payments more efficiently by leveraging saved payment methods for off-session transactions.
Technical Document Link:
https://help.Clixio.com/support/solutions/articles/155000002620-how-to-build-a-custom-payments-integration-on-the-platform
Where is it available?
- Contacts > Contact Details > $ icon > Actions > Add Card on File
- Contacts > Contact Details > $ icon > Actions > Charge Now
- Payments > Invoices > Record Payment > Charge a Card
Visuals:





