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Enhanced Payment Method Management for Custom Payment Providers

May 7, 2025/in What's New? Integrations, Payments

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:

Screenshot 2025-05-07 at 12
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https://clixio.io/wp-content/uploads/2025/05/734f98d14dffea168e9ca765d9e14969-scaled.png 1466 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-05-07 16:35:002025-05-07 16:35:00Enhanced Payment Method Management for Custom Payment Providers

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