Quickly, and securely store and process you customers payments while increasing your odds of collecting and decreasing the need to write off balances or send customers to collections with Weave’s new Card On-File.

This is an add on feature that is only available for customers who have the Weave Payments Terminals. Click here to learn more about getting Payments Terminals for your office!

Weave Payments features are only available to U.S. customers.

For more information about Card on File or Weave Payments security, click here.

Add a Card on File

  1. Select Payments

  2. Search and select customer you would like to add a card for

  3. Select Add card on file

  4. Add the card information and select save

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Once the card information is saved, that card will be ready to use for all payments. 

Charge a Card on File

  1. Select Payments

  2. Search and select customer you would like to charge

  3. Select Card On File

  4. Confirm the last 4 digits of the card number

  5. Add an Email Receipt recipient (optional)

  6. Select Submit

Note: A green banner stating Payment Successfully Submitted will appear in your desktop app when the transaction is complete.

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Save a Card on File with Manual Card Entry

  1. Open manual card entry

  2. Enter the customers card information

  3. Add an Email Receipt recipient (optional)

  4. Check the save card on file box

  5. click Process Payment

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Replace/Delete a Card on File

  1. Select Payments

  2. Search and select the customer you would like to delete/edit a card for

  3. Select change on the indicated card on file

  4. Add a replacement card or select the garbage can icon to delete the current card

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