Storing Credit Cards | Feature Requests

Storing Credit Cards

complete

Tara

Manually storing credit cards without creating an invoice would be very helpful in getting payments

August 11, 2023

Orit Tepper

marked this post as

complete

We're happy to update that the client page now has a 'Payment Method' section where you can add a card on file.

Sean

Orit Tepper I do not see this feature available yet?

Orit Tepper

marked this post as

planned

Orit Tepper

We are currently reviewing this request, and would appreciate hearing more about your business and needs. Please schedule an online meeting with me at https://meetings.hubspot.com/orit-tepper

Orit Tepper

marked this post as

under review

Sean

MUST HAVE FEATURE

Rosie Gomez

Totally agree but can we also add a feature that automatically saves the credit card info (when customer pays on line) so it can easily be used without having to manually reenter the credit card information again? Most of our sales consist of a deposit and the balance is due at completion. I see the credit card info in there, however when we try to run it (while w/customer on phone) it won't work.

Zachary Murray

Definitely need this

Deborah

Until there is a feature for this, I manually store this information on the main client page in the notes section.