Manage Cards on File for Clients
To use the save card on file feature and process credit card payments, you must first sign up for credit card processing through our partner, Nexio. Learn more about this feature and get started here: https://nex.io/partnerships/icanotesplus-lp/
With credit card processing enabled, you can easily manage cards on file for a client right from their chart.
Navigate to client's chart and click the Account button from the top bar and locate the Credit/Debit Cards on File section. Expand this section to review/add/edit cards on file for this client.
Adding a New Credit/Debit Card
To add a new card, click the + Add Credit/Debit Card text.
The client must have an email address on file before a credit/debit card can be stored. If you try to add a card on file, you will see the following error message:
Next, fill out the client's Card Information and Billing Information.
Note: Check the "Set as default" checkbox to set this as the client's default payment method.
Click Save Card on File to continue.
The card information will now appear in the Credit/Debit Cards on File section.
Repeat these steps to add another card on file for the client.
Use the Delete button to remove a card on file.
Note: If the client has saved their card on file via their client portal, the card will appear here as well. Learn more about how clients use their portal to make payments and save their card information here.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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