Securely Storing Credit Card Information on File
This feature is only available as part of Integrated Payments |
We allow for the secure storing of client credit card information as part of Integrated Payments. Cards that are stored on file can be used to pay invoices, as well as to automatically charge wellness plans payments. To ensure maximum security, the card information is not actually stored in our system. Instead, we store an encrypted token that is associated with the actual card information that is securely stored. When a transaction is requested for a particular card, we provide the encrypted token, which they then decrypt in order to charge the applicable card.
There are two ways to add a client's credit card information to their profile - when taking a new payment, or from the client's profile.
To add a card when taking a payment:
Choose the "card-on-file" payment type
Click on the Payment Method box then select Add New
Complete the form that appears
To add a card to the client's profile:
Navigate to the client's profile
Click on the Billing tab
Select New Transaction
Select New Payment Method
Complete the form that appears
Once a card is stored on file it can be used to process a payment by selecting the "Card on file" payment type. More than one credit card can be stored on a client's profile.
If you would like to inquire about getting set up with integrated payments, please contact our team at: [email protected]