Take a payment with a saved card

If the customer already has a card on file, you can take the payment without them reading the number out again.

Take the payment

1. Open the order and the payment window.
2. Choose Stored Cards.
3. Click the card you want to use.
   Each one shows the name, the last four digits and the expiry date.
4. Add a note, or pick a different sales person, if you need to.
5. Click Process.
   The button shows the amount, so you can check it before you click.

Taking the payment for somebody else? See Record a payment for someone else.

If there is no card to pick

1. The customer may not have one saved yet.
   You can add one from this screen — click + Add Card beside the existing ones. See Save a card to a customer's wallet.
2. Their profile may not be linked to your DMS.
   A saved card cannot be used on an order until it is. See Link a customer to your DMS record.

Related: Save a card to a customer's wallet · Link a customer to your DMS record · Taking a payment — start here