Manage Contact Cards on Mobile 💳🚀

Say goodbye to asking customers for their card details every single time! 🎉 You can now securely save and manage cards on file directly from a contact’s Payments section in the mobile app. It’s faster, more organized, and your customers will love the seamless experience.

What’s New? 🚀

Managing customer payment methods just got a whole lot simpler. ✨ Here’s what you can now do right from the mobile app:

• Save a customer’s card directly within their contact profile
• Use saved cards across transactions, invoices, estimates, and in-person charges
• Remove stored cards with a quick swipe when they’re no longer needed

How It Works 🛠️

Adding a card is quick and easy! 🎯

• Open the mobile app and navigate to the Contacts section
• Select a contact and go to the Transactions tab
• Tap the floating action button (+) and select Manage Cards on File
• Enter the card details and save

Using a saved card is even simpler. 💡 When creating a transaction, invoice, estimate, or in-person charge linked to that contact, their saved cards automatically appear as available payment methods. No extra steps needed.

Removing a card takes just seconds. 🔥

• Open Manage Cards on File for the contact
• Swipe left on the card you want to remove
• Tap Remove and confirm the action

Why You’ll Love It 💡

This feature is designed to make your payment workflow faster and your customer experience smoother. ⭐

• Speed up checkout by charging returning customers without re-entering card details
• Centralize payment methods directly within each contact record
• Improve the customer experience with quicker, hassle-free repeat payments
• Keep everything organized and accessible from your mobile device

No more fumbling for card numbers or making customers repeat themselves — it’s all right there when you need it. ✨

👉Download on Google Play >

👉Download on Apple Store >

Ready to streamline your payments? Open your mobile app, head to a contact, and start saving cards on file today! 🚀💳

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