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How can I keep a customer's card 'on-file'?
How can I keep a customer's card 'on-file'?

Here's how you can save a client's credit card information for use in future projects.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

If your client has paid with their Credit Card you can choose to save their card on their profile with your company.

From the "Billing" Tab you can select the three dots next to their 'Online' Credit Card payment and select 'Save to Contact'.

**Make sure you have your client's approval before saving!**

Now you'll be able to capture a charge to their saved card on all their future projects.

You can also see any Saved Cards when viewing your client's information under their 'Billing' section.

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