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:
Open a customer's account
Click Edit Customer
Scroll down until you see the options to add a credit card using Stripe or Square.
5. 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:
Open an invoice
Click Add Payment
Select Stripe or Square
Then, you can Add Card to Account or Use a Different Card.
Mobile App
You will have the ability to add a credit card using Stripe or Square from inside an active job or from a customer's account.
To add a credit card from inside a job:
Open an active job on your calendar
Click the + to the right of Stripe or Square
To add a credit card on file using Stripe from a customer's account:
Open the customer's account
Click the + to the right of Stripe or Square
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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