With Pre-Approved Payments, customers have the option to save their card for later use.
Opt-In to Save Card
At the end of the transaction process, the customer will be asked if they would like the card to be save for future purchases.
After clicking on I Agree, they will be prompted to enter in their email address.
Viewing a Saved Card
On the Merchant HQ portal, navigate to the Customer tab. If a given customer opted into saving their card, you’ll see a “Create” button visible under the “Pre-Approval” column.
Charging a Saved Card
To charge this saved card, select that Create button. The pop-up screen will show you a summary of the customer, card on file and a list of recent transactions against that card.
Click on either the Pre-Approvals link on the top, or Create Payment button.
Once in the Pre-Approval tab, enter in the description and amount (required). Keep in mind the notes entered in will be visible to the customer.
If the card is to be charged more than once, toggle on the Recurring field and choose the frequency of the billing.
Click on Confirm to save the billing plan. To view the list of pre-approved plans, click on the customer name. It will show up on the Summary tab.
If you need to revise the billing plan, click on the Edit button and update accordingly.
If the customer has more than one card on file, both cards will display here. The first card added will be set as the Default card.