Saving a Customer's Payment Details

You can securely store your customer’s credit card, debit card, or ACH information directly in their profile using ServiceCore Pay. This makes it easier to manage recurring payments and speeds up future transactions.

Table of Contents

Saving a Customer’s Payment

How Your Customers Can Save Their Payment Details

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels. 
• You must be set up with Fiserv, our authorized payment processor, to be processing online payments.
• For more information about using Fiserv with ServiceCore, contact our Payments team at ServiceCorePay@servicecore.com.
• For Canadian-based companies, be sure to obtain explicit consent before saving any customer payment details. U.S.-based companies should check local laws, as consent requirements may vary by state.

Saving a Customer’s Payment

Accessing Customer’s Profile

1. Search for the customer.
2. Click to View Customer.

Adding a Credit or Debit Card to Customer Account

1. On the customer profile, click Payment Types.
2. Select Credit/Debit Cards.
3. Click the + Add Credit/Debit Card button.

4. Enter card details.
5. Enter billing address or check the box for Same as Customer Billing Address if applicable.
6. Check the box if you would like the card to be set as the default payment for recurring invoices with Autopay.
7. Click Save.

Adding a Bank Account for ACH Transactions

1. On the customer profile, click Payment Types.
2. Select Bank Accounts.
3. Click the + Bank Account button.
4. Enter bank details.
5. Enter billing address or check the box for Same as Customer Billing Address if applicable.
6. Check the box if you would like the card to be set as the default payment for recurring invoices with Autopay.
7. Click Save.

View Saved Customer Payment Details

After saving a customer credit card, debit card, or bank account, it will be listed  in the customer profile and in the Payment Types section. Saved accounts will be available to use for future payments for the customer. 

How Your Customers Can Save Their Payment Details

If you are on the Pro Plan, and have the customer portal enabled,  your customers can save their payment details when paying an invoice. Since saving payment details work similarly for both cards and bank accounts, we’ll take a look at saving a card more closely. 

If you have ACH transactions enabled, your customers can save their banking information following the same process, but selecting the other option in step four below.

1. Access the Customer Portal.
2. Select the Make a Payment section.
3. Scroll below open invoices.
4. Select Credit/Debit in the dropdown.
5. Click the + Add Card button. 
6. Enter card details.
7. Enter billing address or check the box for Use customer’s billing address if applicable.
8. Check the box to save for future transactions.

Please Note: Your customers will only be able to save their payment information while actively paying an invoice. 

If you have any questions, please reach out to our Payments team through the chat widget on the bottom left of this page or by sending an email to ServiceCorePay@servicecore.com!