How to save customer payment methods to your account
Storing a frequently used payment method, such as a card on file, can speed up reorders and reduce errors from data entry. With Candid Pay, both buyers and sellers have the ability to store payment methods to their accounts. For sellers, being able to store a card on file can greatly reduce order processing times. For buyers it adds convenience with quicker invoice payments.
Note: Depending on your region, Candid Pay is powered by either Stripe or Finix, both of which are secure PCI Level 1 processors. You can read more about Stripe's security policies here, and Finix's here. You can learn more about how to set up Candid Pay here.
How a buyer can save a payment method to their account
If you're logged into Candid and paying an invoice, you'll see the option to add a credit card or ACH payment method to your account at the time of payment. This will save the payment method to your company's account and it will appear as a selectable option any time you're logged into your Candid account.
Note: Sellers do not automatically get access to payment methods saved by buyers. If a buyer wants to give you access to their payment information they will need to supply it to you directly outside of Candid (in person, over the phone, etc.)
How to save a card on file for a customer
👉🏻 Please note that the ability to save a customer's card on file is only available to Finix Candid Pay users at this time. We hope to add this feature for Stripe users as well in the coming year.
If you're logged into Candid as a seller or rep, you have the option of storing customer payment information directly on their Customer Details page.
On your customer's Customer Details page, scroll down to the box that says Payment Methods On File. Enter their information exactly the way it appears on their card and then click Save:
Note that you also have the option to save a checking account number if you're going to be billing your customer using ACH.
You can add multiple payments methods for a customer as needed. To add another card select Add A Card. To remove a payment method click Manage and then click the X to delete the card. To add a checking account number click on the Bank Account button.
