Add a Card on File

When cash flow flows, everything grows.

Card on File turns “I’ll pay later” into “Done.” Save a card once, then collect deposits, set up auto pay, process payments, and final invoices in seconds—no awkward follow-ups, no chasing checks. Techs finish jobs and tap “charge,” office staff batch-bill at day’s end, and owners finally see clean books with fewer write-offs. It’s faster funding, fewer declines with automatic retries, and a smoother experience that customers love—because paying shouldn’t feel like a chore, it should feel invisible.

Now, let's get started.

Adding a card on file to a customer is super easy.

Step 1: Navigate to the 'Customers' tab

Step 2: Search and click and find the customer that you would like to add a card on file to.

Step 3: Click 'Cards'

Step 4: Click 'Add Card'

Step 5: Add card information

That's it. You will now see the card on file.

Now you can use it to accept payments.

Related Article: Accepting Online Payments