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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

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