We’re excited to introduce Cards on File for Contacts on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section.

What’s new

• Save cards directly from contacts: Add and store a customer’s card within their contact profile for future transactions.

• Remove cards easily: Manage stored cards by removing them with a simple swipe action when they are no longer needed.

How to use this feature

Add a card on file

1. Open the mobile app and navigate to the Contacts section.

2. Select a Contact.

3. Go to the Transactions tab.

4. Tap the floating action button (+).

5. Select Manage Cards on File.

6. Enter the card details and save the card to the contact.

Use a saved card for payment

• When creating a transaction, invoice, estimate, or in-person charge linked to the contact, the saved cards will appear as available payment methods.

Remove a saved card

1. Open Manage Cards on File for the contact.

2. Swipe left on the card you want to remove.

3. Tap Remove.

4. Confirm the action when prompted.

How this helps your business

• Speed up checkout: Charge returning customers without re-entering their card details.

• Centralise payment methods: Keep customer payment details organised directly within the contact record.

• Improve customer experience: Make repeat payments smoother and faster.