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How to Use Saved and Previously Used Credit Cards

Learn how to save client credit cards and when to use saved or previously used payment methods.

Erik Dreyer avatar
Written by Erik Dreyer
Updated yesterday

This feature is available on all Goodshuffle Pro Plans.

Save time and simplify payments in Goodshuffle Pro by saving client cards or reusing previously charged payment methods.


Saved Cards vs. Previously Used Methods

What’s the Difference?

  • Saved Card: A card saved to the client’s contact profile, available for use on any future signed project.

  • Previously Used Method: A card previously charged on a specific project, only available for that project


Goodshuffle Pro never stores credit card data.
All credit card information is handled securely by Stripe, our PCI-compliant payment processor. When we refer to “saving a card,” we’re securely authorizing access via Stripe’s API.

Always ensure you have explicit client approval before charging a saved or previously used card. Manual payments do not use client authorization and are subject to dispute or chargebacks.

Saved Cards

A Saved Card is tied to the client’s contact and can be used across multiple signed projects.

How Clients Save Cards (Best Practice)

When paying online, clients can check the box labeled:

“Keep this card on file with [Your Company Name]”

Once selected, the card is securely saved and added to the client’s contact profile.


How Vendors Save Cards

⚠️ Only save a card manually if you have documented client approval.

Two ways to save a card:

  1. During payment processing
    Check the box: “Save card to contact”

2. From the Billing tab
Locate a previously charged card and select “Save Card to Contact”


Where Saved Cards Appear

  • In the Capture Payment panel for any signed project

  • In the client’s Contact Billing tab under “Saved Credit Cards”

  • You can remove a saved card by clicking the red trash icon next to it

If you’d like a quick refresher on the different ways to accept and record payments in Goodshuffle Pro, check out the video below.


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