You can now securely store your customer's credit card information in FieldPulse! When storing the card, the credit card number will be tokenized to protect your customer's information. (Note: You must have FieldPulse Payments enabled.)

To add a card on file when accepting payment, begin by selecting the Payment button.

Next, add the credit card details and toggle on Save Card Details. You will then be prompted to confirm that you have obtained consent from the customer to store their card information. After checking this box, you can charge the card.

Your transaction will now be processed, and the card details will be stored on the customer's record for future transactions.

To charge a card on file, select Payment, then Charge Card on File.

The card details will be auto-populated. Note that the credit card number is tokenized to protect your customer's information. You can now charge this card or select Add New Card to add another card on file for this customer.

To add a credit card on file, navigate to the customer record and select the plus sign next to Card on File. You can then add a credit card to be securely stored for future use.

Users can now save cards on file in the mobile app, in addition to the web app. Save multiple cards on a customer profile by going directly to the customer's profile or at the time of collecting payment. If there are multiple cards on file, the FieldPulse user can select which one to charge.