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:

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