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Add cards on file for contacts

August 21, 2024/in What's New? Payments



Add cards on file for contacts | Clixio Changelog


















  • Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments
  • This feature allows you to securely store a customer’s card information, enabling you to easily charge the card later when needed.
  • It’s particularly useful for businesses that want to keep a customer’s payment details on record and process transactions at a later time
  • This is available alongside the ability to charge customers under the Actions button.
  • Ability to schedule a subscription or send an invoice within the contact details page is coming up soon.
  • This would allow businesses to perform major payment actions for customers without leaving the contacts page
Screenshot 2024-08-21 at 4
image

https://clixio.io/wp-content/uploads/2024/08/1ce524539d9b05adbbce3dc354bade76-scaled.png 1614 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2024-08-21 22:51:292024-08-21 22:51:29Add cards on file for contacts

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