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Adding a credit card to a customer's account
Adding a credit card to a customer's account
Chris avatar
Written by Chris
Updated yesterday

Once you've connected your Square and/or Stripe account, you will have the ability to store customer's credit cards on file for future use. This can be done on both the desktop and mobile app.

First, let's take a look at adding a credit card from the customer's account on the desktop:

  1. Make sure you are connected with Stripe or Square. If you are not, you can reference the articles linked above for additional instructions.

  2. Open a customer's account

  3. Go to the Account tab

  4. Scroll to the Payment Method section

  5. Click on the '+Credit Card in Stripe' or '+ Credit Card in Square' button

6. Then, enter the credit card details and click Save.


You can also add a credit card on file when adding a payment to an invoice as well:

  1. Open an invoice

  2. Click Add Payment

  3. Select Stripe or Square

  4. Then, you can Add Card to Account or Use a Different Card.


Now, let's look at how you can add a credit card on file from the mobile app.

Please note that you can only add a credit card on file from the mobile app using Stripe. Adding credit cards on file using Square will need to be done from the desktop.

You will have the ability to add a credit card using Stripe from inside an active job or from a customer's account.

To add a credit card using Stripe from inside a job:

  1. Open an active job on your calendar

  2. Click the menu + on right side of Stripe or Square

  3. Click Add Card on File

To add a credit card on file using Stripe from a customer's account:

  1. Open the customer's account

  2. Click the menu + on right side of Stripe or Square

  3. Click Add Card on File

If you have an existing Stripe account, you also have the ability to pull your customer's credit card tokens from Stripe into GorillaDesk.

Still have questions? Have no fear!

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Keywords: Credit Card, Adding Credit Card

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