What's New:
1. Add Cards for Custom Payment Providers
• Businesses can now allow customers to securely save their card details when using supported custom payment providers.
• Provide a faster, more convenient checkout experience by enabling customers to store cards for future use.
• Foster customer loyalty by minimizing the need for repeated payment data entry on future purchases.
2. View & Manage Saved Payment Methods
• Businesses can now enable customers to view and remove their saved payment methods linked to supported custom payment providers.
• Offer a seamless, self-service option for customers to manage their payment details through their account settings.
• Enhance customer experience by providing a unified location to handle all saved payment methods, including those with custom providers.
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.
• Facilitate delayed payments without requiring customers to be actively present.
• Recover missed or pending payments more effectively by utilizing saved payment methods for off-session transactions.
Where is it available?
• Contacts > Contact Details > $ icon > Actions > Add Card on File
• Contacts > Contact Details > $ icon > Actions > Manage Cards
• Contacts > Contact Details > $ icon > Actions > Charge Now
• Payments > Invoices > Record Payment > Charge a Card
Visuals:
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