In order to charge a credit card, first you'll need to have an account set up with Zift, our integrated payment processor. You can set up your account by filling out this simple form.

After your payment gateway has been approved, you will be able to collect credit cards when adding new customers as well as add a credit/debit card as well as ACH accounts as payment options for existing customers.

You will be able to key in the customer's credit/debit card or ACH information on step 3 of adding a new customer. This payment information will be tokenized and available for the initial payment as well as any future payments.

If a customer doesn't have a card on file or they want to add a new card, you can do so from the field app from your phone or tablet.

To add a credit card as a payment account, head to the customer's account and click on the "+ Add Account" button.

You can also go to Billing Information > Payment Accounts on the customer's account.

From there, you will need to select the "+ Add Account" button.

This will bring up a dialogue box where you can add the credit card info. The account alias or note is a required field.

After you enter in the credit card info click create account, this credit card will now show up as a payment option when processing payments for this customer.