Overview
You can save a credit or debit card on file from an opportunity without processing a payment at the same time. This makes it easy to collect card information upfront and use it for future payments on the same opportunity.
Before You Start
You must have access to process payments on opportunities in the Web Portal.
How To Save a Card on File
Open the opportunity where you want to save a card.
Click Add a Payment
Select Credit Card
In Payment Category select On File to store the card without any charges applied.
Click Store Card.
Enter the card Billing Address and Name on Card. Then click Store Card again.
Enter the Card details.
Click Register. The card is stored and no charge is made.
The saved card appears at the top of the payment methods list the next time you add a payment to this opportunity.
How To Pay Using a Saved Card
Open the opportunity and click to add a payment.
Select the saved card from the top of the payment methods list.
Enter the payment amount and confirm. The transaction is processed using the saved card.
💡 SmartTip: The saved card displays the card processor, merchant reference, expiration date, gateway account, and postal code so you can confirm you're selecting the right card.
Key Details
No payment amount is needed when saving a card on file. The system stores the card information only.
The system prevents duplicate cards from being saved. If you attempt to save a card already on file, an error message appears.
Cards can be saved even when the deposit amount is zero.
Saved payment methods are also visible under the customer profile.
Troubleshooting
An error appears when trying to save a card
The system prevents duplicate cards. If you receive an error, check whether the card is already saved to the opportunity or the customer profile.