How to add and manage your customer's cards on file

Overview

Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a

seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and managing cards on file. These features enable businesses to securely fetch cards on file (just the last 3/4 digits and expiry date of the cards are fetched from the provider and shown on the UI), view, and manage customer payment information.

Where to find?

Contacts > Contact Details > '$' icon (denotes Payments) > Actions

How to add a card on file?

• Click the 'Add Card on File' button under 'Actions'
• Enter the card number, expiration date, and CVV along with the Country
• Verify the information and click 'Add Card'
• It can be done for cards in both live and test mode

How to view cards on file?

• Click the 'Manage Cards' button under 'Actions'
• All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per compliance, hence the card details are always freshly fetched, from the payment provider, every time the user lands on this modal for any customer
• Each card entry includes the last four digits, expiration date, and any associated label
• Both test and live mode cards would be visible in respective lists

How to delete cards on file?

• Identify the card you wish to remove
• Click the Delete button next to the card
• Confirm the deletion in the pop-up prompt
• Both test and live mode cards can be deleted from respective lists
• In case a card is in for an active subscription within Adaptive AI, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction.

Manage Cards on File in the Mobile App

You can now save, view, and remove a customer's card on file directly from the contact's payment area in the Adaptive AI mobile app.

Add a card on file in the mobile app

1. 1Open the Adaptive AI mobile app.
2. 2Go to Contacts.
3. 3Select the contact you want to update.
4. 4Open the Payments tab.
5. 5Tap Manage Cards.
6. 6Tap New card.
7. 7Enter the customer's card details.
8. 8Save the card.

Use a saved card for future payments

Saved cards on file can help reduce checkout friction for returning customers. Once a card is stored for a contact, it becomes available during supported payment flows tied to that contact.

Saved cards may appear as available payment methods when you create payment-related records for the contact, such as:

• Transactions
• Invoices
• Estimates

Remove a saved card in the mobile app

Removing old or unused cards helps keep customer payment methods accurate and easier to manage.

1. 1Open Manage Cards for the contact.
2. 2Locate the saved card you want to remove.
3. 3Swipe left on the card.
4. 4Tap Delete or Remove, based on the final confirmed UI label.
5. 5Confirm the action.

Key benefits of managing cards on file in the mobile app

Managing cards on file from the mobile app helps teams work faster and gives customers a smoother

payment experience.

• Save time by reusing stored cards for returning customers.
• Keep payment methods connected to the correct contact record.
• Manage payment methods without leaving the mobile app.