• Shopping Cart Shopping Cart
    0Shopping Cart
Clixio
  • Features
  • Pricing
  • FAQ
  • Blog
  • Log in
  • Free Trial
  • Menu Menu

Mobile Payments: Manage Cards on File for a Contact

March 24, 2026/in What's New? Payments

We’re excited to introduce **Cards on File for Contacts** 💳 on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section.

<div class="line">👷‍♂️ <p><strong>How to use this feature</strong></p></div>
<ol start="1">
  <li>Open the mobile app and navigate to the Contacts section.</li>
  <li>Select a Contact.</li>
  <li>Go to the Transactions tab.</li>
  <li>Tap the floating action button (+).</li>
  <li>Select **Manage Cards on File**.</li>
  <li>Enter the card details and save the card to the contact.</li>
</ol>

<div class="line"><p><strong>Use a saved card for payment</strong></p></div>
<ul>
  <li>When creating a transaction, invoice, estimate, or in-person charge linked to the contact, the saved cards will appear as available payment methods.</li>
</ul>

<ol start="1">
  <li>Open **Manage Cards on File** for the contact.</li>
  <li>Swipe left on the card you wish to remove.</li>
  <li>Tap **Remove**.</li>
  <li>Confirm the action when prompted.</li>
</ol>

<div class="line">✨ <p><strong>How this helps your business</strong></p></div>

<div class="line">
  <img alt="image" loading="lazy" src="https://canny-assets.io/images/d134fc5ce03c4e8c902b751053277ec6.png" class="tappable"/>
</div>
<div class="line">
  <img alt="image (1)" loading="lazy" src="https://canny-assets.io/images/eeb6597640e1c7a1f95e4cdd7808cfa7.png" class="tappable"/>
</div>
<div class="line">
  <img alt="image (2)" loading="lazy" src="https://canny-assets.io/images/55c8fc0b71bdc3e1650a1257371ddadd.png" class="tappable"/>
</div>
<div class="line">
  <img alt="image (3)" loading="lazy" src="https://canny-assets.io/images/7500ee23658aab3d8ea726f9b99a0a5e.png" class="tappable"/>
</div>
https://clixio.io/wp-content/uploads/2026/03/d134fc5ce03c4e8c902b751053277ec6.png 2556 1179 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2026-03-24 17:19:002026-03-24 17:19:00Mobile Payments: Manage Cards on File for a Contact

RSS Latest Feature Updates

  • Store Deletion Behavior Update | Clixio Changelog April 23, 2026
  • Terms & Conditions Consent at Store Checkout April 23, 2026
  • Social Planner: Community now in Comment Management April 23, 2026
  • Opportunity Smart Lists | Clixio Changelog April 22, 2026
  • WhatsApp Calling (Closed Beta) | Clixio Changelog April 22, 2026
  • Printful Auto Shipping Profile & Live Rates at Checkout April 22, 2026
  • AI Pages — Customization & Content Enhancements April 21, 2026
  • Delete Schema Markup Feature | Clixio Changelog April 21, 2026
  • Custom Date Reminder: Now for Custom Objects, Opportunities and Companies April 21, 2026
  • Conversation AI – Services Calendar V2 Enhancements April 21, 2026
Book a demo
See Clixio working
for your business, live.

30 minute call with our team. Personalised to your industry, no hard sell.

Book your free demo
14 day free trial · Cancel anytime
Clixio - Marketing and sales automation

Marketing & sales automation built for Australian service businesses. One platform, one flat rate, genuinely easy to use.

Product
Features Pricing How it works Latest updates
Company
Blog FAQ Get support Account transfers
Legal
Privacy Policy Terms & Conditions
© Clixio. All rights reserved. Made with ♡ in Australia.
Scroll to top Scroll to top Scroll to top