How to Keep a Credit Card on File for Your Customer

1. You will need to manually receive payment on the first invoice to enter and save their card for future use. Select the invoice you wish to collect payment on.

2. Click "More actions"

3. Click "Receive payment"

4. Click "Credit Card"

5. Click "Enter credit card details"

6. Click the "Use this credit card in the future for this customer" field.

7. Make sure to download the authorization form and have your customer sign that so you are protected legally.

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