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Add Cards on File Feature

Charie

Effortlessly Manage Payments with Enrollio’s Add Cards on File Feature

We’re excited to introduce a powerful new feature in Enrollio that allows business users to add and save credit or debit cards on file directly from a contact's detail page. This feature makes it easier than ever to store customer payment information securely and charge their cards whenever needed, streamlining your payment processes.

 

What’s New?

Here’s what you can expect with Enrollio’s latest payment enhancement:

  • Secure Card Storage: Business users can now save a customer’s credit or debit card information safely within their contact details. This feature is particularly useful for companies looking to keep customer payment details on record for future transactions.

  • Easy Payment Actions: Access the stored card details right from the contact page, alongside the ability to charge customers using the Actions button for immediate payments.

 

How to Use the Add Cards on File Feature

  1. Access Contact Details: Open the specific contact's page in Enrollio.
  2. Navigate to Payments: Under the Payments section, you’ll see the option to add a new credit or debit card.
  3. Enter Card Information: Safely store the customer’s card details for future use.
  4. Perform Payment Actions: Use the stored card details to process payments directly from the contact’s page whenever required.

 

Benefits of Using Add Cards on File

  • Streamlined Transactions: Simplify your workflow by storing customer card details, allowing you to process payments more efficiently without repeatedly asking for payment information.

  • Secure Payment Management: Protect your customers’ sensitive data with secure card storage, ensuring their information is kept safe while speeding up transaction times.

 

What’s Next for Payment Management?

  • Schedule Subscriptions: Soon, you’ll have the ability to schedule subscriptions right from the contact details page, simplifying the setup of recurring payments for your customers.

  • Send Invoices: We’re also adding the option to send invoices directly from the contact page, allowing you to perform all major payment actions seamlessly within one view.

 

These upcoming enhancements will help businesses handle payments with even greater efficiency, all from within Enrollio’s comprehensive contact management system.

With Enrollio’s Add Cards on File feature, you can now manage customer payments more effectively than ever before. Save card details securely, perform transactions effortlessly, and get ready for more powerful tools like subscription scheduling and easy invoicing.

 

If you have any questions or need assistance setting up this feature, our support team is always here to help!